Corporate Health-Checkup CRM
& Proposal Pipeline
See how a clinic uses MDPlix's built-in CRM to track corporate health-checkup inquiries from first contact through to signed contract.
Consultation & Live Demo
Get a custom walkthrough configured for your specific practice model.
Get in Touch
Schedule a demo or receive the MDPlix Smart EMR guide.
+45%
Faster proposal-to-signed-contract turnaround
100%
Automated task reminders for BD staff
Zero Loss
Full visibility into B2B health checkup deals
Consultation & Live Demo
Get a custom walkthrough configured for your specific practice model.
Get in Touch
Schedule a demo or receive the MDPlix Smart EMR guide.
Turning a Corporate Health-Checkup Inquiry Into a Signed Contract
See how a clinic uses MDPlix's built-in CRM to track corporate health-checkup inquiries from first contact through to signed contract.
The Problem: A Promising Inquiry That Went Nowhere
A clinic's business development contact receives a call from an HR manager at a mid-sized company, asking about setting up an annual employee health-checkup program. It's exactly the kind of high-value, recurring business the clinic wants — but the conversatio
The Scenario: A Clinic Trying to Grow Its Corporate Client Base
The clinic wants to expand beyond walk-in and referral patients into recurring corporate health-checkup contracts — a meaningful, predictable revenue stream if managed properly. But without a system to track inquiries, follow-ups depend entirely on individual
How MDPlix's CRM Solves This
Step 1: Capture the Lead Immediately The moment the HR manager's call comes in, staff create a lead record inside MDPlix — capturing contact details, company name, and the specific interest (annual employee health checkups). Step 2: Log the Initial Conversatio
The Outcome
The proposal goes out on time
, because a task — not a memory — was responsible for triggering it.
Management can see, at a glance,
how many corporate leads are currently in the pipeline and at what stage, instead of finding out about deals only when they close or fall through.
The signed contract becomes a starting point, not an endpoint
the company's employees can now be registered as a patient group inside MDPlix, with their health-checkup visits and billing managed under one connected structure.
Why This Matters for Practice Growth
Corporate contracts, insurance tie-ups, and other B2B relationships are exactly the kind of high-value opportunities that shouldn't depend on staff memory to survive the weeks between first contact and signed agreement. A structured CRM built into the same pla
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