In the field of health tourism and patient management, having a precise system to record and track patient and client information is absolutely critical. In many cases, the lack of a dedicated patient file leads to team confusion, loss of important data, and even reduced patient trust.
That’s where NexaPortal’s patient file system comes to the rescue helping businesses manage every detail, efficiently and professionally.
📌 What is a Dedicated Patient File in NexaPortal?
Every patient or client who submits a request on NexaPortal is automatically assigned a dedicated digital file that includes:
-
Personal details (name, contact number, email, language)
-
Uploaded documents (passport, photos, medical records)
-
Notes from sales or support teams
-
Request status and sales stages
-
Payment details and invoices
This structured layout helps teams access all necessary info at a glance saving time and avoiding confusion.
🗂️ A File for Every Request
Sometimes a patient may have multiple service requests – for example, medical treatment + hotel booking + transfer services. Nexa Portal creates a separate file for each request, all linked to the main patient file.
This allows teams to manage multiple projects for the same patient with ease and clarity.
👥 Smart File Assignment to Teams
Each file can be assigned to the relevant person or team, such as:
-
Medical team for treatment follow-ups
-
Operations team for transfers and accommodation
-
Sales team for client communication
-
Finance team for payment handling
This intelligent connection ensures that no task is left without responsibility.
📊 Benefits of Nexa’s Patient File System
-
Data centralization – All information in one place
-
Time-saving – No need to dig through scattered data
-
Better analytics & reporting – Track team performance and request trends
-
Improved client communication – Faster, clearer responses
-
Data security – All information stored safely in one secure system
💡 Conclusion
The ability to create a dedicated file for each patient and request in NexaPortal not only simplifies internal management, but also provides a professional, transparent experience for clients and patients.
This powerful feature guarantees that no detail gets lost and that every step is documented and tracked with precision.
