The list is one piece
A new patient and one who hasn’t come in for two years get the same message.
Patient Segments
See your patients in ready-made lists.
Patients with debts, inactive patients and upcoming birthdays sit in ready-made lists. See who to reach and open the patient from the list.
Not everyone is the same
Know your patients, approach them accordingly.
Six ready-made lists: with debts, children, with allergies, SMS consent, birthday this month and absent for six months. Open a patient from the list and write with the message button on the card.
Familiar problems
Does sending everyone the same message work?
If the patient list is one big pile, communication stays generic; a generic message reaches no one.
Groups are built by hand
A list filtered in Excel is out of date a week later.
No one knows who was reached
How big each group is isn’t measured.
What changes
Before and after.
You’re looking at the same patients, this time in ready-made lists.
Today
The same message for everyone
Irrelevant messages cost trust.
With Clineo
Ready-made segments — Patients with debts, children, allergies, SMS consent, birthdays and inactive patients each sit in a separate list.
Today
Lists are filtered by hand
Stale a week later.
With Clineo
Always up to date — Patients who meet the rule join the group automatically; you don’t bother preparing lists.
Today
Impact can’t be measured
It’s unclear who was reached.
With Clineo
Group insight — See how big each group is and plan who to reach accordingly.
Why Clineo
Know your patients better.
Segment lists open onto the patient card, and you write the message from there.
Ready-made groups
Six lists calculated from your records.
Targeted outreach
Open the patient from the list and send your message from the card.
Automatically current
Patients who meet the rule join the group on their own.
Group insight
See how big each group is.
Campaign
See the patients to call in one list.
Birthdays
See who has a birthday this month.
How it works
Segments in four steps.
Segment lists open onto the patient card, and you write the message from there.
Choose a list
Click one of the six ready-made lists.
The segment forms
Matching patients are grouped.
Open the patient
Go from the list to the patient card.
Write your message
Send it by SMS, WhatsApp or email.
Privacy: Segments are for clinic operations; acting in line with KVKK and consent rules when contacting patients is the clinic’s responsibility.
Works together with
Which modules does it connect with?
A segment is the list that shows who to reach.
Recall Automation
the “inactive for 6 months” list shows recall candidates
Appointment Reminders
the “SMS consent” list shows who can receive an SMS
Patient Education Media
find the patient to send content to in the list
Opportunity Reports
see long-absent patients on both screens
Reputation Management
satisfied patients are listed separately on the reputation screen
AI assistant
Neo brings up the lists.
Say "Open patient segments" and Neo opens the screen. Say "List patients with debts" and it writes the list in its reply. You decide who to reach and how to write.
Clear limits: Neo doesn’t make clinical decisions and doesn’t show data you’re not authorized to see. Permission rules apply to Neo exactly the same way. Take a closer look at Neo.
Where to start
What’s the first step?
Start with one list: patients inactive for six months. Once you’ve seen it, decide what message to reach them with. The list is calculated from your records, so you never have to build it by hand again.
Clinic CRM
In a clinic, CRM means reaching out to the patient at the right time.
It works on top of the patient record, with no separate sales software to set up.
Segment
Patients are listed by debt, age, allergies, consent and last visit.
Recall
You send an invitation to patients who haven’t come in a long time.
Opportunity reports
Unfinished treatment plans and patients who have not returned are listed.
Reputation management
You ask satisfied patients for a review.
FAQ
Patient Segments FAQ
Can’t find your answer? Open the demo and try it yourself. If you get stuck, the user guide is at hand.
Open the demoDo segments update automatically?
Yes. Patients who meet the rule join the group automatically; you don’t need to update the list by hand.
Which plan includes this feature?
Patient Segments are part of the Clineo Smart plan. The Enterprise plan includes everything in Soft and Smart, so they’re available there too.
What should I watch out for when messaging patients?
Segments are for clinic operations. Acting in line with KVKK and consent rules when contacting patients is the clinic’s responsibility.
Which groups come ready-made?
There are six lists: patients with debts, children, patients with allergies, SMS consent, birthdays this month and six months of absence.
Can a patient be in more than one group?
Yes. They appear in every list they match; a patient with a debt can also be on the inactive list.
Can I export the segment list?
You see the lists in the panel and open patients from there; the segment screen has no export button. Observing data-protection duties when moving patient data out is the clinic’s responsibility.
Ready when you are
Know your patients better.
Open the demo and try Clineo in your own clinic flow. Your account opens right away, free for 14 days.