Initial assessmentPriya S. · with JessAttended
Follow-upTom O. · with JessAttended
Follow-upSam R. · with JessCancelled
Follow-upLucy H. · with MarkDNA
MeddbaseThe healthcare CRM that works with Meddbase
Coherent connects to Meddbase through Meddbase's own API, using API access you request with a Meddbase support ticket and share with us. It reads your appointment history and appointment types, then runs follow-up programmes in your clinic's own voice. A patient coordinator approves every reply, and approved bookings go into Meddbase.
MSK, physio and multidisciplinary clinic groups on Meddbase. You keep Meddbase. Your team's diary doesn't change.
Cancellation follow-upWhatsAppHi Sam, sorry we missed you on Tuesday. Shall we find you a new time with Jess?
Thursday after 5 would be great.
Coordinator approves
Lovely, you're booked in for Thursday at 17:30 with Jess.
Booked into Meddbase
Thu 17:30 · Follow-up with Jess
- Connects with your Meddbase API access
- Bookings go into Meddbase
- A coordinator approves every reply
- You keep Meddbase
Your Meddbase data
Get more from the Meddbase data you already hold
For a long time, doing more with your PMS data has meant waiting for a new feature. Meddbase already knows who came in, who cancelled and who never booked their next visit. Coherent now works with Meddbase, so your clinic can put that data to work.
How we connect
Connected with your Meddbase API access
- You set up:
You raise a Meddbase support ticket asking for API access for your account, and share the details with us securely.
- We read:
Your appointment history and appointment types, read through Meddbase's own API.
- You stay in control:
The access is yours. Withdraw it and our access ends.
What we read
What Coherent reads from Meddbase
| MeddbaseFrom Meddbase | What Coherent uses it for |
|---|---|
| Appointment history | Finding who's due, who cancelled without rebooking and who didn't attend |
| Appointment types | Telling a first consultation from a follow-up, so each programme starts at the right point |
| Contact details and contact preferences | Reaching patients on the channel they use, and leaving out anyone who shouldn't be contacted |
Coherent reads appointment records only. Clinical notes and medical records stay in Meddbase.
What goes back: approved bookings go into Meddbase, so your team never enters them twice.
MeddbaseHow it works
From API key to booked appointment
- 1
Connect.
You raise a Meddbase support ticket asking for API access for your account, and share the details with us securely. We tell you exactly what to ask for. We read and tidy your data, map your appointment types and apply your inclusion and exclusion rules.
Meddbase · API access
••••••••••••9e07 - 2
Codify.
We write your SOPs and tone down as your clinic's front office blueprint: the rules for handling every patient request the way your team would.
Front office blueprint- Tone: warm, first names
- Leave out: discharged patients
- Escalate: anything clinical
- 3
Converse.
Programmes send two-way messages across WhatsApp, SMS and email. We check each reply against your blueprint, and a patient coordinator approves the next step.
- SMS
Coordinator approves
- 4
Book.
Approved bookings go into Meddbase. Anything that needs your team reaches them through the escalation rules you set.
Booked into MeddbaseThu 17:30 · Follow-up
Before go-live
Three things to tidy in Meddbase
We check all three with you during set-up.
Merge duplicate patients in Meddbase, so each patient hears from you once.
Mark discharged patients, and patients who've asked not to be contacted, the same way at every site. Coherent respects those settings.
Use the same appointment type names at every site, so an initial assessment reads the same wherever it happens.
Programmes
Programmes you can run on Meddbase
Trigger: no next appointment
Patient recall
Patients due a next visit, found in your appointment history and invited back by name.
Trigger: cancelled or did not attend
Cancellation follow-up
Patients who cancelled or didn't attend, offered a new time before they drift away.
Trigger: first consultation, no plan booked
Consultation follow-up
Patients who came for a first consultation but haven't booked the plan you recommended.
Trigger: new enquiry
New leads
Where new enquiries come from
Coherent connects directly to Meta lead ads (Facebook and Instagram) and Google Ads, as well as your website forms. Each new enquiry is answered in your clinic's voice, a coordinator approves the reply, and the booking goes into Meddbase.
Who does what
How Coherent and Meddbase share the work
Coherent adds
- Follow-up programmes that start the conversation
- Replies read and answered, with coordinator approval
- Bookings entered into Meddbase
- Reporting on what each programme booked
In clinics now
Already running on Meddbase
A 40-site physio and MSK group already runs Coherent on Meddbase.
- Physio
- MSK
Payments
Coherent Payments
Coherent Payments works alongside Meddbase: deposits, payment links and card terminals. We agree with you how each payment is recorded in Meddbase.
- Deposits
- Payment links
- Card terminals
We read appointment records only, never clinical notes, and sign a Data Processing Agreement with your clinic before we start.
Patient data is encrypted in transit (TLS 1.2+) and at rest, on UK/EEA-based infrastructure.
Role-based access limits each person to the data their job needs, and every data access is logged.
You control the connection: withdraw your Meddbase API access and our access ends.
Questions
Meddbase integration FAQ
Does Coherent integrate with Meddbase?
Yes. Coherent connects through Meddbase's API, using API access you request for your account and share with us. It reads your appointment history, and approved bookings go into Meddbase.
Does Coherent need an API key?
API access for your Meddbase account is the simplest way to connect. You request it with a Meddbase support ticket, and we tell you what to ask for. Coherent doesn't depend on it, though: we also work with PMSs that have no API key at all.
Is Coherent a CRM for Meddbase?
Yes. Coherent Engage is a healthcare CRM that runs patient follow-up programmes on your Meddbase data, with patient coordinators handling the replies.
Do we need to change PMS?
No. Meddbase stays your system of record, and your team keeps working in it as they do today.
Does it work across several Meddbase sites?
Yes. Coherent reads each appointment's practitioner and site, so messages come from the patient's own clinician and site.
We already send appointment reminders from Meddbase. Do we need Coherent?
Meddbase's reminders cover appointments already in the diary. Coherent works on the patients with no next appointment: those due a recall, those who cancelled and the referrals or enquiries that never booked.
How do we stop the connection?
Withdraw your Meddbase API access and Coherent's access ends.
What does it cost?
Each programme is priced on its own. We quote after your free data playback, once we've seen your Meddbase data.
Free data playback
See who's due in your own Meddbase data
Book a free data playback. We'll show you, from your own Meddbase appointment book, who's due, who cancelled and who never rebooked.
Book your free data playback