One patient record
Contact details, service interest, enquiry source and assigned advisor in one record.
YOUR CLINIC, IN HARMONY
Your whole clinic.In harmony.
Patient follow-up, sales, finance, team and automations. Everything you manage separately, part of one shared flow.
FOLLOW THE FLOWExplore all featuresEvery message. Every record. Every next step.
01 / BRING IT TOGETHER
First, the pieces come together.
Messages, patient details, conversation notes. Separate pieces of work meet in one patient record.
Search and filters
Find the right record by name, phone, source and patient stage.
Tags and custom fields
Keep the patient’s context with tags and additional record fields.
Conversation history
Review messages, calls, notes, appointments and tasks in date order.
02 / KEEP FOLLOWING THROUGH
A next step for every patient.
First conversation, quote, review appointment. Know what happened. And what comes next.
Sample Patient APatient follow-up · Fictional record
Try it. This example never changes a real record.
Visible sales stages
Track patients through enquiry, quote and appointment stages.
Follow-up with an owner
Track callbacks and follow-up work with an owner, priority and due date.
Context on the patient card
Review notes, past quotes and the next task in one place.
Move quickly between records
Use global search to find patients and phone details from your workspace.
03 / SALES & FINANCE
Conversation to quote. Quote to payment.
The story of a sale continues after the quote. Track payments and outstanding balances alongside the patient record.
SAMPLE PATIENT A / ILLUSTRATIVE AMOUNTS
Quoted₺24.000
Recorded payment₺12.000
Outstanding balance₺12.000
Itemised quotes
Prepare quotes with service items, discounts and currencies, then export a PDF.
Quote versions
Follow revised versions of a quote alongside the patient record.
Income and expenses
Review payments and manual income and expenses by date, category and currency.
Exports
Export financial entries and patient lists as CSV files.
04 / ONE TEAM
Different roles. One shared rhythm.
Who owns each patient? Which conversation is waiting? See advisor performance and team responsibilities in one place.
01
Sales team
Enquiries, quotes, follow-ups.
02
Finance
Payments, balances, collection follow-up.
03
Clinic manager
Team performance and the whole picture.
Advisor performance
Compare enquiries, quotes and outcomes over the same period.
Reports by period
Choose a date range to review results calculated from current records.
Analysis with source context
Review source, coverage and period alongside imported historical analysis.
Team responsibilities
See patient assignments and outstanding work by advisor.
05 / RUN THE DAY
Small details. Part of the bigger picture.
Appointments, daily tasks and callbacks. The work that keeps your clinic running, in one shared flow.
Initial consultationScheduled
Review appointmentScheduled
Patient follow-upScheduled
Follow up after the first conversation09:30Scheduled
Call back about the quote11:00Today
Review appointment preparation14:00Scheduled
Fictional appointment and task examples.
Appointment planning
Create patient and clinician appointments, with conflict and status checks.
Daily tasks
Manage tasks, callbacks and appointment preparation in a shared list.
06 / CONVERSATIONS
Different conversations. Shared context.
Messages, quick replies, call notes and callbacks. Continue the conversation with the context already in view.
Shared inbox
Keep conversations connected to the patient record, owner and follow-up task.
WhatsApp and Instagram
Track messages for connected, authorised accounts. Availability depends on provider approvals and account setup.
Quick replies and templates
Organise common replies and track WhatsApp template approval status.
Lead and call context
Review leads from connected ad accounts, call records and callback tasks. Telephony requires its own setup.
07 / WORKFLOWS
Give recurring work a clear sequence.
Start with an event. Set the condition. Assign the right person or create a follow-up task.
Conditional workflows
Combine wait, condition and patient-stage steps in a visual workflow.
Assignment and team notification
Assign an owner, add a tag or note, or notify the team.
Activation controls
Automations run in enabled workspaces under your chosen rules. Messaging steps require channel connections and the relevant permissions.
08 / FILES & ACCESS
Keep the information. Organise the access.
Patient files, consent records and team permissions are part of the workspace.
Patient files
Keep photos, PDFs and documents on the patient card with categories and notes.
Consent records
Track consent text versions, languages and record status. Content suitability requires clinical and legal review.
Role and feature permissions
Manage access to sections and patient scopes through workspace permissions.
Multiple workspaces
Switch between authorised clinics and manage each in its own workspace.
FEATURES
All your clinic’s features.
Patients, conversations, sales, finances and your team. Explore what you can manage together in Harmyo.
Patient management
Keep the patient’s context from their first enquiry to the next conversation.
Unified patient record
Contact details, treatment interest, source and owner in one record.
Search and filters
Find patients by name, phone, stage, advisor and source.
Tags and custom fields
Keep your clinic’s labels and additional fields with the patient.
Patient timeline
Review messages, calls, appointments, tasks and notes in time order.
Language and ownership
See the patient’s language and the team member handling the conversation.
Patient exports
Export patient lists to CSV within your permitted scope.
Patient visibility
Choose whether team members can see all patients or only their own.
Sales and finance
Follow the path from conversation to sale and quote to payment.
Sales pipeline
Move patients between stages and keep the reason when a deal closes.
Itemised quotes
Build quotes from services, quantities, prices and discounts.
Quote versions and PDF
Keep quote revisions and download the proposal as a PDF.
Payments and balances
Record patient payments and see paid and outstanding amounts together.
Income and expense ledger
Track patient payments alongside manual income and expenses.
Currencies and rates
Review quotes and ledger entries in their original currencies.
Categories and corrections
Manage ledger categories and track corrections through reversing entries.
Finance exports
Export filtered entries by date, category and currency.
Conversations and channels
Keep the conversation, patient record and next action together.
Shared inbox
Review conversations with patient context, ownership and follow-up status.
WhatsApp lines
Handle conversations from connected lines with the correct account and patient.
Instagram conversations
View conversations and connection status for linked professional accounts.
Quick replies
Maintain frequently used replies and reuse them in conversations.
WhatsApp templates
Review approved templates, languages and availability.
Message attachments
View images, audio and documents and save them to the patient’s files.
Calls and callbacks
Track calls, notes, recordings and callbacks with connected telephony.
Read and response tracking
Distinguish pending replies, read states and conversation dates.
Messaging and calling depend on connected accounts and the relevant channel permissions.
AI assistants
Support conversations with your clinic’s own knowledge and working rules.
Clinic knowledge bank
Maintain clinic facts, instructions and approved answers in one place.
Multiple AI agents
Create agents with distinct goals, tone and responsibilities.
Reply suggestions
Review a draft prepared for the patient’s conversation in the inbox.
Reply modes and rules
Choose suggestion or enabled automatic-reply mode under your clinic’s rules.
Human handover and pause
Control AI behaviour when a person takes over or a conversation is paused.
Scheduled follow-ups
Set follow-up timing and messages for conversations awaiting a response.
Channel and language routing
Route agents by line, channel, language, tag and patient stage.
Test chat and scenarios
Try agents with fictional conversations and retain reusable test scenarios.
Image library
Manage the images an agent can use and their sharing rules.
Feedback and reporting
Review reply corrections, suggestion feedback and agent reports.
Writing assistance
Polish a drafted message and review it before sending.
AI features depend on a provider connection and the settings enabled for the workspace.
Calendar and daily work
Give patient follow-up a clear place in your team’s day.
Day, week, month and list
Review appointments in the calendar view that suits the task.
Doctor and treatment filters
Filter the calendar by doctor, status, appointment type and treatment.
Appointment scheduling
Create patient and doctor appointments with time-conflict checks.
Team tasks
Assign daily work with an owner, priority and due date.
Overdue work and reply alerts
Follow overdue tasks and unanswered conversations through notifications.
Working hours
Set weekly working hours and the period used to evaluate response timing.
Workflows and assignment
Define when recurring work starts, who owns it and how it progresses.
Visual workflow builder
Connect events and actions through visual workflow steps.
Waits and conditions
Define timing, conditions and branching paths.
Assignments and record actions
Configure owner, stage, tag, note and follow-up task actions.
Message and notification steps
Include messages through a connected WhatsApp line and team notifications.
Lead distribution
Assign new leads by language, team weights and daily caps.
Run history and pause
Review workflow outcomes and pause one workflow or all of them.
Workflows run in the workspace where they are enabled; message actions require the relevant channel connection.
Reports and connections
Evaluate results alongside the conversations and sources behind them.
Clinic overview and date filters
Review summaries calculated from current records for a chosen period.
Advisor performance
Compare conversations and response timing by advisor.
Lead and delivery history
Follow form enquiries through to the status of their greeting messages.
Meta advertising reports
Review advertising performance and creatives for connected accounts.
Google Ads reports
View results by period for connected, authorised advertising accounts.
Ad-to-revenue attribution
Connect first ad touch with patient, appointment and revenue records.
Historical analysis sources
See the source, period and scope of imported analyses.
Google connection status
Check access and account status for Calendar and Ads connections.
External reports depend on the accounts connected and access granted.
Files and consents
Keep conversation documents and patient consent with the same record.
Patient file archive
Keep photos, videos, PDFs and documents with categories and notes.
From conversation to file
Save message attachments to the patient’s files without uploading again.
Consent texts and languages
Manage and publish consent texts with languages and versions.
Consent link
Make the published text available to a patient and track request status.
Signature and PDF record
Review the consent response’s signature and PDF with the patient’s record.
Withdrawal and version history
Retain withdrawals, revoked requests and version history.
Consent wording and suitability require your clinic’s legal and clinical review.
Team and workspaces
Manage multiple clinics with the right team and access boundaries.
Multiple workspaces
Switch between authorised clinics and manage records in their own workspaces.
Roles and feature permissions
Control the areas available to administrators, managers and sales staff.
User management
Manage team accounts, permissions and assigned workspaces.
Personal language preference
Let each team member use the interface in their preferred language.
Global search and keyboard
Reach patients and records with global search and keyboard shortcuts.
Mobile access
Follow patients, conversations and daily work from a phone screen.
Help centre
Find help for product screens and daily workflows.
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Harmyo brings it together.You lead the way.
See your clinic’s daily work from a wider perspective.