Sleep clinic management - studies, day board and reports in one place
An operational board showing every sleep study scheduled for the day, a single patient record on the customer card, tracking of the insurer's Form 17 authorization, device checkout with history, and a physician's signature on the report before it reaches the patient.
What a sleep clinic management system does
A sleep clinic management system is where a sleep study moves from the moment it is scheduled until the signed report reaches the patient. In Lynxbe the study appears on a daily operational board by stage - scheduled, performed, first and second technician scoring, physician review, signed, delivered - so a manager can see who is holding things up and what is about to run late. The patient record lives on the same CRM customer card, so every study and its history sit in one place. This is a paid add-on module for clinics that enable it, not part of the base platform for every business.
What the sleep clinic module actually does
A daily operational board for every sleep study
A date-range board shows every study with its stage out of nine workflow stages - from scheduled to delivered - and a six-metric strip at the top, so studies waiting on a signature or about to breach their allowed time stand out.
A patient record on the existing customer card
A sleep study links to one CRM customer card by national ID, or by phone when there is none. Every study for the same patient, including earlier history, sits on one record instead of being reopened at every visit.
A sleep study linked to a calendar appointment
A scheduled study links to a real appointment on the platform calendar - its own calendar per lab or physician, by choice. Moving the study's time moves the appointment and is blocked on a conflict in that calendar, and cancelling one side does not automatically cancel the other.
Form 17 insurer authorization tracking
Attach the insurer's Form 17 authorization to the study record, and for clinics that turned it on, an automatic daily reminder when an authorization is overdue, on the hours and settings the clinic chose.
Device checkout with history and return tracking
Study devices - home recorders, PSG, CPAP, oximeters, actigraphs and others - are managed in an equipment list with who currently holds each device, and a list of devices that passed their expected return date.
A physician-signed report sent to the patient
The report is built from the entered findings, digitally signed by the physician before it goes out, and available to the patient through a rate-limited public link that shows the result and offers a PDF download, with no patient identifier exposed in the URL.
One Platform. Everything Connected.
Every module works together seamlessly. Your data flows automatically between CRM, Booking, Payments, Communications, and more.
No More Switching Apps
Everything you need in one place. No juggling between 10 different tools.
Automatic Data Sync
Customer data, bookings, payments, and communications sync automatically.
Smart Automation
Create workflows that span multiple modules. Book → Invoice → Remind → Follow-up.
Unified Analytics
See your entire business performance in one dashboard with cross-module insights.
See How Modules Work Together
Click any connection to see how two modules combine to create powerful automations
WhatsApp + CRM
See full customer history when they message. Auto-tag contacts, track conversations, and personalize responses based on purchase history.
Booking + Invoicing
Auto-generate invoices when appointments complete. Send payment reminders, track revenue by service, and reconcile automatically.
Payments + Booking
Collect deposits at booking time. Deposits and reminders can reduce no-shows. Process full payments, offer installments, and manage refunds.
AI + WhatsApp
24/7 intelligent responses. Answer FAQs, book appointments, send quotes - all automatically while you sleep.
Contracts + Payments
Auto-trigger payment collection when contract is signed. No chasing clients - funds transfer on signature.
Automation Flows
Build powerful workflows: New lead → WhatsApp welcome → Book demo → Send contract → Collect payment → Add to CRM.
Real Example: The Perfect Customer Journey
Zero manual work. Every step automated.
Power Combinations
See how 3 and 4 modules create complete business workflows
Smart Booking Experience
Booking + WhatsApp + CRM
Customer books online → WhatsApp confirmation with their name from CRM → Personalized reminder with past service history → Post-visit follow-up based on preferences
Automated Billing Cycle
Invoicing + Payments + Email
Invoice generated → Payment link embedded → Email sent → Reminder at 7 days → Thank you email on payment → Receipt auto-delivered
24/7 Smart Scheduler
AI + WhatsApp + Booking
Customer messages at 2am → AI understands intent → Shows available slots → Books appointment → Confirms instantly → No human needed
Smart Call Center
Voice + CRM + Analytics
Call comes in → Customer card pops up with full history → Agent sees previous purchases & preferences → Call logged automatically → Analytics tracks call duration, outcomes & agent performance
Multi-Channel Reminders
SMS + WhatsApp + Booking
Customer books appointment → WhatsApp confirmation sent → SMS reminder 24h before → WhatsApp reminder 1h before → No-show? Auto-reschedule message sent on both channels
Omnichannel AI Support
Voice + WhatsApp + AI
Customer calls → AI voice assistant answers → Can't resolve? Transfers to WhatsApp for detailed help → AI continues conversation seamlessly → Full transcript saved
Complete Service Business
CRM + Booking + Invoicing + Payments
New customer added to CRM → Books service → Appointment completed → Invoice auto-generated with customer details → Payment collected → History updated in CRM
Intelligent Customer Engagement
CRM + AI + WhatsApp + Analytics
AI identifies high-value customers in CRM → Sends personalized WhatsApp offers → Tracks engagement → Analytics shows ROI → AI optimizes next campaign
Deal Closing Machine
CRM + Contracts + Payments + Email
Lead marked 'ready' in CRM → Contract auto-generated with details → Sent for e-signature → Payment triggered on sign → Welcome email sent → Deal closed
Sleep clinic FAQ
Who can use the sleep clinic module
How does a sleep study connect to the booking calendar
What do the stages on the operational board mean
How is Form 17 authorization tracked
How is the study report sent to the patient
How are study devices tracked at the patient's home
We will show you how a study moves from scheduled to a signed report, with Form 17 tracking and device checkout along the way.
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