Case Study: Leading Hair Restoration Clinic streamlines patient intake and CRM workflows with Sigma Infosolutions

Leading Hair Restoration Clinic streamlines intake with Sigma Infosolutions using 11 structured patient fields

The client, a leading hair restoration clinic in São Paulo, Brazil, faced significant operational challenges due to a fragmented patient intake process reliant on WhatsApp and email. This led to inconsistent data collection, a lack of pipeline visibility, and unstructured doctor reviews, which hindered their ability to scale. They partnered with Sigma Infosolutions to design and develop a centralized AI-powered patient intake and CRM platform to modernize their operations.

Sigma Infosolutions implemented a solution featuring an AI-powered chatbot for structured intake and a custom CRM. This platform standardized data capture, automated patient segmentation, and provided real-time pipeline visibility. The results included complete patient profiles from the first interaction, same-day doctor reviews, and a significant reduction in coordinator communication effort, enabling the clinic to scale its operations efficiently.