Record the concern
Capture the service issue and relevant reference, then categorise it so it reaches the right team. Use approved systems for sensitive supporting records.
The CX Suite by CVMBack to ClinicsCaseMe
Clinics · CaseMe
Give billing and waiting-time concerns a private follow-up
A billing or waiting-time concern reaches the clinic manager for a private callback and documented action.
$79 / month per location
Explore the industry use cases ↓CaseMeProduct preview
✓Clear case ownership✓Visible priorities & deadlines✓Follow-through to resolution
How CaseMe works in Clinics
Illustrative operating examples, not client results or a promised return.
A use case in practice
A patient reports a long wait or asks for an explanation of a bill. The clinic manager receives the service concern, arranges a private callback and records the administrative action and follow-up date. The record shows who is responsible and whether the agreed response was completed, while medical information stays in the clinic's approved clinical systems.
Other uses within the industry
Appointment changes and reception communication issues can be categorised for service improvement. A clinical concern must be passed to the clinic's designated professional process; an urgent health issue must not wait in a routine customer-service queue. Access and data handling are agreed with the clinic before rollout.
Workflow and responsibilities
Assign the action
Set a named owner, next action and due date. Define who reviews overdue work and how escalation should operate for this service, rather than leaving responsibility in a shared inbox.
Confirm the outcome
Record what was done, the customer update and any remaining follow-up. Review repeat causes and case age so the team can improve the underlying service as well as respond to individuals.
What the team records and management sees
Information to capture
Administrative issue; clinic; responsible manager; callback date; action; documented outcome
Responsible team
Clinic manager, with clinical matters routed through the designated professional process
Measures to review
Outstanding administrative cases, callback completion, response time, resolution time and repeated service causes
Start with your own baseline and compare like-for-like periods after rollout. Use confirmed activity and outcomes to assess performance; illustrative examples are not guaranteed results.
An example conversation for this industry
Illustrative conversation with fictional details; wording and connections are agreed before rollout.
The shared product workspace below uses fictional automotive demo data; the industry-specific examples are explained above.
Inside CaseMe · 6 workspace tabs
Explore every tab.
See what you can do.
Select a tab for a closer look at its purpose, the work it supports and the actual interface. Click any screenshot to enlarge it.
Actual product screens · Illustrative Demo data. Available views depend on the user’s role. Overview, Assignments and Team performance show manager views; personal tabs show work assigned to the signed-in user.
Administrative support, not medical advice.
CVM does not diagnose, prescribe or recommend treatment. No unsolicited healthcare promotions, treatment guarantees or patient testimonials are part of this example. Do not send diagnoses, medical records or sensitive patient information through WhatsApp or the public demo. A licensed clinic must approve its wording, consent process, access controls, hosting and data flows before use, and obtain any required DHA or other authority approvals. CVM is not presented as DHA-approved or a certified health-record system.
Set up the workflow for your operation
Start with one agreed journey, its responsible team, data sources, permissions and follow-up targets. Calendar, CRM and operational-system connections, and WhatsApp or voice channels, are scoped before live use. The public demo is for exploration with fictional data.
Pro $299/month or Managed $599/month per location, subject to a suitability and data-handling review.
Better together.
LeadMe
SurveyMe
CaseMeThe Pro suite is $299/month per location, compared with $377 for the three individual products — about 21% less.
CaseMe: $79 per location/month as a single product with applicable Pro features.