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Contacts

Patient records, imports, tags and smart lists.

11 articles

Narration and subtitles are in Turkish.

1Contacts overviewList, search and filter patient records on the Contacts screen and split them into segments with smart lists.
2Add a contactSave a patient who phoned or walked in as a contact in a few seconds.
3Import contactsBring your old Excel/CSV patient lists into MedicalGrow; prepare the file, map the fields and tag the import.
4Contact detail pageManage a patient's details, activity history, tasks, appointments and conversation on a single page.
5TagsTag patients by treatment, language, source and status, and use tags to build lists, filters and reports.
6Smart listsSave the contact filters you use often as smart lists and share them with your team.
7Bulk actionsAdd or remove tags, send messages, assign owners, add to a pipeline, export or delete many contacts at once.
8Sending bulk messagesSend an SMS, an email or an approved WhatsApp template to selected contacts or a smart list in one go — in batches and on a schedule.
9Tasks and notesAssign tasks with due dates for each patient and record what the team needs to know as notes.
10Duplicates and mergingPrevent multiple records for the same patient; set the duplicate contact preference and merge existing duplicates.
11Export and deleteExport contacts to CSV, delete them, restore accidental deletions and handle KVKK/GDPR requests correctly.

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