Business-type guide

Medical travel facilitator guide

An agency that brings international patients to hospitals: the enquiry, the opinions and quotes, the visa, the money and the trip home.

Start free as this business See the apps it gets

Day one

Installed on day one

What a medical travel agency cannot open without: sign-up installs these with the practice. Setup then recommends more, and you choose.

Patient RegistryRegister patients and find their recordsFirst step: Register in under a minute BillDeskMake bills, take payments, give refundsFirst step: The bill builds itself CarePingsSend visit reminders and messages to patientsFirst step: Consent comes first PulseBoardSee visits, revenue and wait times in one reportFirst step: Open Reports for today LeadDeskTurn enquiries into booked consultationsFirst step: Add the enquiry GlobalDeskRun an international patient from the first email to the flight homeFirst step: Open the case when the email arrives CaseBrokerSend a patient’s case to several hospitals and compare their quotesFirst step: Record the consent for one hospital PartnerHospitalsKeep each partner hospital’s agreement, commissions and what it still owesFirst step: Add the hospital TravelPlanPlan the flights, hotel and pickups, and keep the patient’s money straightFirst step: Add each booking VisaDeskWrite the invitation letter and keep the FRRO clock after they landFirst step: Write the invitation letter ForexDeskQuote the estimate in the patient’s own currency at a rate you keepFirst step: Put today’s rate on the list PriceQuoteGive patients written cost estimatesFirst step: Start the estimate

First week

A first week, day by day

Day 1 — sign up as this businessChoose “Medical travel facilitator” when you sign up. 12 essentials are installed for you on day one: Patient Registry, BillDesk, CarePings, PulseBoard, LeadDesk, GlobalDesk, CaseBroker, PartnerHospitals, TravelPlan, VisaDesk, ForexDesk, PriceQuote.

Day 1 — finish setupSign-up lands you in Setup: specialties, apps, team, where and when, what you do and paperwork. Type it, or press Talk me through it and Rain asks the questions.

Setup guide →

Day 2 — bring your records inPatients first, then money owed, appointments, stock and prices, from CSV files through the import desk — each one read as a dry run before anything is written.

Moving data in →

Day 3 — invite your teamInvite each person from Team with the role they do. The roles this business’s own apps are built around: care coordinator, doctor, front desk, business development, finance manager, quality officer.

Inviting staff →

Days 4–5 — run a real day on Patient RegistryRegister in under a minute, then Find anyone from anywhere, then Open the one record.

Patient Registry, step by step →

The store