In today’s competitive landscape, efficiently managing patient and customer requests is one of the key drivers of success especially in the health tourism industry. The advanced CRM system in NexaPortal ensures that every request is recorded, tracked, and managed with complete transparency from the initial contact to the final outcome.
📌 Complete Request Logging with Full Details
Every patient or customer request in NexaPortal is logged with all necessary details, including:
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Personal information (Name, Phone, Email, Preferred Language)
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Type of request (Medical, Accommodation, Transport, Consultation)
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Attached documents and files (Passport, Images, Medical Records)
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Date and source of request (Website, Call, WhatsApp, Social Media)
This level of detail ensures your sales and support teams never miss any important information.
🔄 Step by Step Request Processing Workflow
Each request goes through a clear, structured lifecycle:
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Initial request registration
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Evaluation and needs assessment
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Offer preparation and proposal submission
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Negotiation and coordination
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Final approval and case closure
This step-by-step process ensures no request or lead is left unanswered.
👥 Smart Assignment to the Right Team Member
Requests are automatically assigned to the most relevant team member based on:
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Patient’s or customer’s preferred language
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Team member’s role or area of expertise
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Priority and timing of the request
This results in faster responses and higher-quality communication.
🧾 One Page, All the Details
Managers and team members can access everything about a request on a single page:
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Uploaded documents and attachments
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Internal notes and team comments
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Related tasks and reminders
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Financial information (payments and balances)
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Full history of changes and interactions
It’s a 360-degree view of each request for better decision-making.
📊 Key Benefits of NexaPortal’s Request Management
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Full transparency in customer and patient data
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Reduced response times
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Improved collaboration across teams
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Detailed archiving of all interactions
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Access to powerful analytical and performance reports
💡 Conclusion
With NexaPortal comprehensive request management system, businesses can deliver a more professional, organized, and efficient experience to their customers and patients.
This not only boosts team productivity but also increases customer satisfaction and trust.
