Automated WhatsApp + CRM Setup Helped Bring 10% Patients Back Through Data-Driven Follow-Ups
How Yana IVF & Fertility Centre transformed patient communication and boosted retention rates with automated WhatsApp workflows.
Client Overview
Meet Yana IVF & Fertility Centre and discover how they transformed their patient communication workflow.
Yana IVF & Fertility Centre
â—Ź Kochi, Kerala
Yana IVF & Fertility Centre specializes in reproductive health and IVF treatments. They handle patient inquiries, appointment requests, test reports, follow-ups, and feedback across multiple clinics—all via manual processes before adopting Picky Assist.
Challenges Before Implementation
- Missed follow-ups led to lost repeat consultations
- No mechanisms to re-engage patients who didn't return for subsequent cycles
- Patient communications scattered across staff phones, with no tracking
- No mechanisms to re-engage patients who didn't return for subsequent cycles
Benefits After Implementation
- Shared WhatsApp Inbox + Smart CRM Setup
Consolidated all patient conversations into one dashboard
- Automated Follow-Up Campaigns
Reminders for post-procedure instructions, routine check-ups, and questionnaire forms
- Data-Driven Re-Engagement Flows
Patients who missed follow-ups were automatically re-contacted to boost retention rates
- Data-Driven Re-Engagement Flows
Patients who missed follow-ups were automatically re-contacted to boost retention rates
The Impact
Measurable results that transformed patient care at Yana IVF
10%
Patient Retention Boost
Through automated follow-ups
Zero
Communications Missed
Thanks to centralized inbox
5+
Hours Saved Weekly
By automating routine messaging
Before vs After Snapshot
See the transformation in patient communication workflow
| Challenge |
|---|
Disjointed communication |
Patient re-engagement gap |
Messages lost across platforms |
Inefficient staff utilization |
| Before |
|---|
Disjointed chats and forgotten messages |
No mechanism to bring back non- returners |
Messages scattered across staff devices |
Manual messaging consumed staff time |
| After |
|---|
Automated reminders and enriched data |
Segmented campaigns sparked returns |
Shared inbox with full patient context |
Staff reallocated to high-value care |
Ready to Bring Patients Back Like Yana IVF?
If your patient communication is still phone-based and manual—it’s time to level up.
Thanks a lot for the good work to set the CRM at Yana hospital and the prompt responses... Thank you.
Dr. Vivek Paul Yana IVF & Dental Center