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.
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.
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.
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.
Patient Feed

📌 Crm Executive Kozhikode
🏢 c kare health group
📍 Kozhikode