JOB DESCRIPTION – CRM EXECUTIVE

Position: CRM Executive
Department: Customer Relationship Management / Operations
Reporting To: AGM – Operations / CRM Manager
Location: C Kare Health Group

Job Purpose

The CRM Executive will be responsible for managing patient relationships, follow-ups, appointment coordination, treatment conversion, patient feedback, and retention activities. The role focuses on improving patient experience, ensuring timely follow-up, and increasing treatment completion and repeat visits.

Key Responsibilities1. Patient Follow-Up
- Follow up with patients after consultations and treatment plans.
- Contact patients with pending or incomplete treatments.
- Follow up with patients who have not scheduled their recommended treatment.
- Conduct recall and reminder calls for regular dental check-ups.
- Maintain proper records of all patient follow-up activities.

2. Appointment & Recall Management
- Contact patients to confirm upcoming appointments.
- Manage appointment reminders and rescheduling follow-ups.
- Monitor missed, cancelled,



and postponed appointments.
- Ensure missed appointments are followed up promptly.
- Coordinate with the front office and clinical team for appointment requirements.

3. Treatment Conversion
- Follow up with consultation patients regarding recommended treatments.
- Understand patient concerns and communicate available treatment options appropriately.
- Track consultation-to-treatment conversion.
- Follow up on pending treatment plans until closure or confirmation of non-proceeding.
- Escalate complex patient concerns to the concerned doctor or management.

4. Patient Relationship Management
- Maintain skilled and courteous communication with patients.
- Understand patient concerns and ensure appropriate resolution.
- Maintain long-term relationships with existing patients.
- Encourage patients to return for regular check-ups and preventive care.
- Support patient retention and repeat-visit programs.

5. Patient Feed

📌 CRM Executive (Kozhikode)
🏢 c kare health group
📍 Kozhikode