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
Approach:
- 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).
2. Appointment 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.
3. Doctor 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.
This process ensures data accuracy and minimizes error margins.
4. Doctor Authenticity Verification
Process:
- Verify Medical Council Registration Numbers via the National Medical
Commission (NMC) website as Mr. Vikas Chauhan proposed 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)
5. Authentic 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.
6. Quick Onboarding Methods (Beyond Clinic Visits)
Action Plan:
- Run targeted WhatsApp and SMS campaigns featuring an onboarding form
(Google Form)
- 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.
