Welcome to the MedicalGrow Help Center
MedicalGrow is a CRM built for medical tourism clinics. Every patient enquiry from WhatsApp, Instagram, Facebook and ad forms lands in one panel, and your team follows each patient from the first message to procedure day on the same screen. This guide walks you through every screen step by step, with visuals and videos.
Get started
New to the panel? These six steps plan your first week.
First-week setup checklistSet up the panel day by day in one week — profile, team, WhatsApp, Meta, pipeline, fields, calendars, contact import and a test lead.Connect the WhatsApp Business APIConnect your clinic number to Meta's official WhatsApp Business API — requirements, step-by-step setup, number states and limits.Connect Facebook and InstagramConnect your Facebook Page and Instagram account so Messenger, Instagram DMs and lead forms flow into the panel.Add users to your teamAdd a new team member to the panel and set up their role, permissions, phone and availability step by step.Create a pipelineBuild a pipeline that matches your patient journey, add and reorder stages, and set the chart options.Import contactsBring your old Excel/CSV patient lists into MedicalGrow; prepare the file, map the fields and tag the import.
Modules
A guide to every module in the panel's left menu.
Getting startedFirst login, a tour of the panel and your first-week setup checklist.5 articlesDashboardYour clinic at a glance: widgets, filters and custom dashboards.4 articlesConversationsManage WhatsApp, Instagram, Facebook, SMS and email in one inbox.7 articlesContactsPatient records, imports, tags and smart lists.11 articlesOpportunities & PipelinesTrack every patient journey stage by stage and build pipelines.8 articlesCalendarsSchedule consultations, check-ups and procedures.10 articlesReportingMeasure ads, lead sources, team and appointment performance.8 articlesMedia StorageKeep x-rays, photos, treatment plans and documents organised.4 articlesWADOG (WhatsApp QR)Connect your existing WhatsApp number by QR: numbers, team, groups and auto-replies.13 articlesAI CRM ChiefThe AI that audits your sales team every day: alerts, agent scorecards, discipline score and reports.12 articles
Setup & integrations
Configure your account for your clinic and connect your channels.
Custom fieldsAdd clinic-specific fields such as treatment interest, arrival date or X-rays to patient records and opportunities.Roles and permissionsLearn the difference between the Admin and User roles, what each permission group unlocks, and recommended setups for clinic teams.Facebook and Instagram lead formsTurn ad form submissions into contacts automatically, map questions to the right fields and test the connection.Connect TikTokConnect your TikTok for Business ad account so Instant Form leads turn into contact records automatically.Phone systemGet a MedicalGrow number, route calls to your team, and set up call recording and voicemail.Email servicesSend email from your own domain; add and verify SPF, DKIM and DMARC records, and bring replies into the panel.
Medical tourism playbooks
Ready-made pipelines, fields and team setups.
Patient journey pipelineRecommended pipeline stages for medical tourism clinics, with a definition and exit criteria for every stage.Recommended custom fieldsA proven custom field set for medical tourism clinics, organised in folders: patient, treatment, travel, marketing and post-op.Team roles setupA recommended permissions matrix for clinic owner, patient coordinator, sales consultant, doctor and finance, plus setup steps.