How an AI-Powered Intake & CRM Platform Streamlined Patient Operations for a Leading Hair Restoration Clinic
About the client
A leading premium hair restoration clinic based in São Paulo, Brazil, specializes in advanced proprietary hair restoration procedures and serves both local patients across Greater São Paulo and a growing international patient base from Africa, Europe, and the Americas.
The clinic’s reputation is built on personalized, compassionate care. As patient volumes increased, the organization recognized the need to modernize its operational infrastructure and implement a purpose-built intake and patient coordination platform that could scale alongside its growing demand.
Project Brief
The client partnered with Sigma Infosolutions to design and develop a centralized patient operations platform consisting of a configurable AI-powered intake chatbot integrated into the clinic’s website and a dedicated BRP CRM for the internal coordinator team.
The engagement focused on designing structured digital intake and patient coordination workflows to replace fragmented WhatsApp and email-based processes, standardize patient data collection, streamline doctor review and photo documentation flows, automate communication touchpoints across the patient journey, and provide coordinators with real-time visibility into pipeline activity and patient progression stages.