Overview
Imagine a healthcare center managing hundreds of patients, dozens of doctors and physiotherapists, and a constant flow of appointments, invoices, and clinical data, all in one day.
Now imagine doing all that with spreadsheets, emails, and phone calls.
That was the daily reality of Medinord Group, a leading private medical center based in Bergamo, Northern Italy, specializing in physiotherapy, cardiology, pediatrics, neurology, dentistry, ophthalmology, clinical testing, and radiology.
In recent years, Medinord had also launched a Home Care division with doctors and physiotherapists providing in-home assistance. But managing staff, schedules, and medical reports had become increasingly chaotic.
Challenge
The group faced three major challenges:
1) Fragmented data and scheduling system
Each department was using a different software solution, and the systems didn’t communicate.
Patients were registered multiple times and appointments frequently overlapped.
2) Disorganized Home Care management
No visibility over external operators, hours lost coordinating routes and schedules, and constant delays in report submissions and payments.
3) Manual invoicing and time wasted on admin tasks
The administrative team spent over 15 hours per week on manual reports and commission calculations for doctors and health professionals.
Medinord needed a solution that was:
- Centralized yet customizable for each department,
- Integrated with their existing tools,
- Scalable and AI-ready for future automation modules.
Solution
Soraia developed a custom healthcare CRM, built with a low-code stack . The goal was to automate every operational flow while ensuring full data security and control. Now:
✅The management system is intuitive and easy to use (even for those less familiar with technology).
✅All bookings are centralized.
✅Commissions are calculated automatically.
✅The administration and professionals save over 15 hours per week.
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Tool Stack
We selected tools that offer speed, security and ease of integration with accounting workflows:
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Results
The numbers speak for themselves:
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Key Takeaways
✅ Centralized patient management
Each patient now has a unified record including demographics, reports, appointments, and invoices.
All departments work within the same environment, with customized access permissions.
✅ Automated scheduling and room allocation
The system synchronizes calendars across departments in real time.
✅ AI-driven Home Care module
- Schedule home visits based on distance and staff availability,
- Track check-in and check-out in real time,
- Automatically generate post-visit reports, with AI-assisted medical summaries.
✅ Automated invoicing and commissions
The CRM calculates work hours and generates compensation for each doctor or physiotherapist.
→ Average time saved: +15 administrative hours per week.
✅ Executive dashboard and KPIs
Management can monitor in real time:
- Visits per department,
- Room utilization,
- Billable hours,
- Profit margin per doctor or service.
✅ AI integration for reporting and internal support
- AI assists in identifying the correct report codes.
- An internal chatbot helps staff quickly find procedures and documentation.
Conclusion
Medinord’s experience shows that even a complex healthcare organization can go fully digital without disrupting its daily operations.
With a custom, AI-powered CRM and a no-code/low-code approach, innovation becomes fast, sustainable, and truly impactful, both for medical staff and for administrative teams.
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