An effective way to plan clinic expansion projects and their budgets is to break each project into phases with owners and dates, set a budget per phase, approve every expense before it is committed and compare planned versus spent amounts throughout the project. In Jestor, projects appear on a Gantt
To handle billing disputes with patients step by step, open a dispute ticket for every contested charge, gather the related appointment and payment records, review them against the clinic's policy, decide and communicate the resolution, and record the outcome. In Jestor, each dispute moves through a Kanban with
To keep track of cleaning supplies and reorder points in a clinic, set a reorder point for each item based on weekly use and supplier lead time, log usage as stock exits and create a purchase request automatically when the balance falls below that point. In Jestor, supplies, movements and
You can run reactivation campaigns for patients who stopped coming by identifying patients without a visit for a defined period, segmenting them by service, sending a personalized WhatsApp message and tracking who replied and rebooked. In Jestor, the inactive list updates automatically from the appointment history, and every reply becomes
A good way to manage equipment leasing contracts in a clinic is to register each lease with the equipment, lessor, monthly amount, start and end dates and renewal or purchase options, then link it to the device's maintenance history and get alerts before each deadline. In Jestor, leases,
To standardize post-visit messages sent through WhatsApp, create approved message templates for each situation — thank-you, care instructions, satisfaction survey, return booking — and send them automatically when the appointment is completed. In Jestor, templates are managed inside the platform, sent through the official Meta API and recorded on each
You can track patient wait times and find bottlenecks by recording each step of the visit — arrival, check-in, waiting, consultation, checkout — as phases on the appointment, measuring the time spent in each one and comparing results by doctor, service and time of day. In Jestor, SLA tracking measures time
A clear way to manage internal requests between reception, nurses, and doctors is to replace scattered messages with a simple internal ticket flow: every request has a type, a requester, an owner and a target time, and it stays open until it is done. In Jestor, internal requests move through
You can organize a shared calendar for physical therapy sessions by keeping every session in one table linked to the patient, therapist and room, displaying it as a calendar filtered by therapist or room, and confirming sessions with patients through WhatsApp. In Jestor, the whole team works from the same
To track doctor commissions and revenue sharing, define the sharing rule for each doctor and service, calculate the amount on every completed appointment and consolidate a monthly statement that is reviewed and approved before payment. In Jestor, formula fields apply the rules automatically, and the approved amount can be sent
You can manage contracts with health plans and their renewal dates by registering each contract with its terms, fee tables, contacts and renewal date, attaching the signed documents and getting alerts well before each renewal. In Jestor, contracts appear in a Kanban and a calendar of expiries, so renegotiations start
To prepare for a health authority inspection with organized records, list the documents and logs the inspection may request, store each one in a single place with its expiry date, and run a recurring checklist that confirms everything is current. In Jestor, licenses, maintenance logs, cleaning records and staff credentials