Dermatology CRM for Rechecks, Referrals and Cosmetic Follow-Ups

A dermatology CRM keeps track of who referred each patient, which lesions need rechecking and which cosmetic patients are due a repeat treatment. Describe the lists your clinic works from and Mythex builds a CRM with patient records, referrers, consultants and follow-ups in a database you own, without paying for features you never use.

Who it's for

Clinics that receive referrals from doctors and insurers, monitor patients with changing moles or chronic conditions, and also run a cosmetic side with peels, injectables and courses that need gentle reminders.

What you can build

Referral source per patient: doctor, practice, insurer or self
A monitoring list of lesion rechecks due in the next month
Cosmetic patients due a top-up, filtered by marketing consent
Assigned consultant per patient
Referrals by source per quarter
A letter-sent flag for each referring doctor

Keep safety follow-ups and marketing apart

A three-month recheck on a changing lesion is a clinical safety matter and should be chased until it is booked. A reminder about a peel top-up is marketing and must respect the patient's choices. Build two lists with different rules: the monitoring list stays open until a date is in the diary, while the cosmetic list only shows patients who agreed to hear from you.

Monitoring list closes only when booked
Cosmetic list filtered by consent
Different owners for each list

Look after the doctors who refer

Referrals are a dermatology clinic's lifeline. Record the referring doctor and practice on every patient, mark when a letter went back after the visit, and review referrals by source each quarter. A practice that suddenly sends fewer patients is worth a call.

What to load first

Begin with patients under active monitoring, because those carry clinical risk if missed. Add their next recheck date and consultant. Then import the referrer list and attach recent patients. Cosmetic history can come last from a spreadsheet or a CSV export of your booking system.

Data you should not put in a CRM

Keep detailed clinical notes and pathology reports in your clinical record system or a properly restricted portal, not in contact fields everyone can see. Patient details are sensitive health data, so ask for staff roles and check the rules where you operate.

A prompt to start from

Build a CRM for my dermatology clinic. Each patient has name, phone, assigned consultant, referral source with doctor and practice, and marketing consent. Add a monitoring list of patients due a lesion recheck that stays open until a follow-up is booked, a separate list of cosmetic patients due a repeat treatment who agreed to contact, and a report of referrals by source per quarter.

Questions

How do I track referring doctors in the CRM?

Add a referrer field with the doctor and practice, and a report of referrals by source. Recording when a letter went back after the visit helps keep those referrals coming.

Can the CRM remind me when a recheck is due?

Yes. Store the recheck date on the patient and ask for a list of rechecks due or overdue. Sending reminders by email or SMS needs a messaging account you connect yourself.

Can I import my current patient list?

Yes. Export it as CSV from your current system or spreadsheet and ask Mythex to import it, mapping each column to a field.

Can different staff see different things?

Yes. Ask for roles, for example consultants seeing clinical follow-ups and the cosmetic coordinator seeing only the cosmetic list.

Is it free?

You can build and publish on the Free plan with daily credits and no card. Pro is $25/month and adds a custom domain, code editing and export.

Templates to start from

Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
Portfolio Website Template — Hero, projects, about, and contact
CRM Dashboard Template — Contacts, pipeline, and deal tracking

Guide

How to build a CRM

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