Consolidated Action Plan for Doctor
Data Management & Onboarding
Objective:
To streamline the process of uploading doctor data, collecting consent, verifying
information, ensuring authenticity, and improving onboarding efficiency.
1 Bulk Data Upload & Consent Collection
1️⃣
Approach:
- Prepare clean, structured data files (Excel/CSV) mapped to portal fields.
- Utilize a bulk upload feature via portal backend or API.
- To ensure consent:
• Create a short endorsement video featuring existing trusted doctors (e.g., Dr. Pushpendra
Singh, Dr. Kalpana Singh) endorsing the platform.
• Distribute this via WhatsApp broadcast and SMS alongside a consent request message
and a one-click consent form link.
• For in-person consent where needed, assign field staff visits within operational
geographies (Delhi-NCR).
2️⃣Appointment Process Optimization (Without OTP Hassle)
Proposed Process:
- Implement a WhatsApp-based notification system where, post-appointment booking, the
doctor and clinic reception receive patient details via a secure link.
- Establish an internal customer support team responsible for:
• Tracking appointments.
• Informing the reception desk in advance.
• Minimizing patient onboarding issues at clinics.
Additional Measure:
- Deploy a QR Code system unique to each doctor/clinic, enabling patients to scan upon
arrival, confirm their appointment, and notify the reception directly.
- Consider integrating patient feedback and optional payment via the same QR code
interface.
3️⃣Doctor Consultation Fee Verification
Proposed Methodology:
1. Check fee details from online platforms such as Practo, JustDial, and Google listings.
2. Cross-verify by calling clinic reception (preferable over direct calls to doctors).
3. Deploy a dedicated tele-calling team (3 members) tasked to verify approximately 50
entries per day.
4. Maintain a CRM-based log categorizing:
- Verified via Reception
- Approximate via Online
- Verified via Doctor
This process ensures data accuracy and minimizes error margins.
4️⃣Doctor Authenticity Verification
Process:
- Verify Medical Council Registration Numbers via the National Medical Commission (NMC)
website or relevant State Medical Council portals.
- In cases where data is unavailable:
• Request a soft copy of the MBBS/MD certificate.
• Cross-reference via Google, Practo, JustDial, Lybrate, and Curofy profiles.
- Maintain a confidence rating for each verification:
- Verified (Council)
- Verified (Document)
- Verified (Online Presence)
5️⃣Authentic Doctor Data Collection
Proposal:
- Engage presidents and senior members of local specialty associations (e.g., Gynecology,
Pediatrics, Dermatology) and local IMA chapters.
- Present the portal’s value proposition and request access to their member data.
- Organize small networking meets/CMEs to increase direct engagement and onboard
interested practitioners.
6️⃣Quick Onboarding Methods (Beyond Clinic Visits)
Action Plan:
- Run targeted WhatsApp and SMS campaigns featuring an onboarding form (Google
Form/Typeform).
- Initiate tie-ups with medical associations, diagnostic centers, and pharma distributors with
referral incentives.
- Establish a dedicated tele-calling team for remote onboarding with verbal consent.
- Deploy paid social media advertising campaigns (Facebook, Instagram, LinkedIn) targeting
local practitioners with a clear CTA.
- Launch a referral program for pharma sales reps and medical device distributors with
incentives for successful onboardings.
📊 Summary: Consolidated Execution Plan
Task Solution
Bulk Upload & Consent Trusted doctor video + WhatsApp
broadcast + one-click consent form + in-
person where necessary
Appointment Flow Optimization WhatsApp notification system + customer
support team + QR code-based
appointment confirmation
Fee Verification Online portal research → reception calls →
tele-calling team updating CRM records
Authenticity Verification NMC website check → document
verification → online presence verification
Authentic Data Collection Engage specialty presidents + IMA heads +
organize local doctor meets
Rapid Onboarding Digital campaigns, medical association tie-
ups, tele-calling, social media ads, referral
programs
✅ Next Steps:
1. Prepare video content scripts and record endorsements.
2. Build WhatsApp broadcast lists and messaging templates.
3. Finalize CRM structure with status tags for consent, fee verification, and authenticity.
4. Identify and initiate conversations with specialty association heads and IMA chapters.
5. Recruit and train tele-calling and fee verification teams.
6. Set up marketing creatives and digital campaigns for onboarding drives.
