Log and follow up an enquiry
- Admin and clinic owner
- Telecaller
Short answer
In Clinizy Care, open Enquiries and press Add enquiry for each new caller. After every call press Log call, choose what happened and set a call-back time. Press Book when the caller is ready to come in. Start each day with the Callbacks due chip.
Before you start
- Have the caller’s name and 10-digit mobile number ready.
- Know how they found the clinic. You choose a source for every enquiry.
Steps
Open Enquiries. The Callbacks due chip comes first and lists calls due today and overdue.
Step 1 of 7 Press Add enquiry when a new caller rings. Type the Name and Mobile number, and choose the Source.
Step 2 of 7 Tip:A number that is already known shows a warning. You can still add it.
Careful:Use a 10-digit mobile number that starts with 6, 7, 8 or 9.
Press Save enquiry to add it and clear the form for the next caller, or Save & log call to log the call now.
Press Log call on the enquiry, choose what happened, then press Save call.
Step 4 of 7 Tip:For No answer, Busy or Phone switched off, a call-back for tomorrow is already picked.
Careful:Choosing Thinking it over needs a call-back time.
Pick the next call-back time, such as Tomorrow, 11 am, so the enquiry stays in Callbacks due.
Tip:Press Pick date for any other day and time.
Press Book when the caller is ready to come in, then choose the doctor and a free time to finish the booking.
Tip:The booking window opens with the caller already filled in as the patient.
Careful:Logging Booked does not book a slot. Use Book to pick one.
Choose a reason and press Mark lost when the caller is not interested or the number is wrong.
Careful:A lost enquiry cannot be reopened. If the person calls again, add a new enquiry.
If something goes wrong
Which enquiries show under Callbacks due?
Enquiries with a call-back due today or overdue. Set a call-back time after each call so nobody is forgotten.
What if the same person calls again?
Clinizy Care warns you when the number already has an enquiry or a patient, and links to it. You can still add a new enquiry if you need to.
Can I add enquiries from a file?
Yes. Press Import file and choose a CSV or Excel file with Name, Phone, Source and Interest columns. Numbers that already have an open enquiry are skipped.
Related guides
Book an appointment
Open Appointments and press Book appointment. Choose the doctor and the date, then press Select on a free time. Search for the patient, add a reason if you want one, and press Confirm Booking. The booking then shows on the calendar.
3 minIncluded in Clinic and aboveFind a patient fast
Open Patients and type a name, phone number or UHID in the search box. The list updates as you type. Check the name, age and UHID on the row, then press the patient’s name to open the record. Use the filters when the list is long.
2 minIncluded in Clinic and aboveReschedule or cancel an appointment
Open Appointments and find the booking in the Calendar or Upcoming tab. Press the ⋯ button beside it. Choose Reschedule, pick a new date and press Move here on a free time, or choose Cancel, pick a reason and confirm.
3 minIncluded in Clinic and above
Was this guide helpful?
Last updated 26 Oct 2026By the Clinizy Care product team