Appointments
Track this workflow with controlled records, ownership, status changes and reporting.
All solutions
Clinic CRM CRM
CRM for patient records, appointments, doctor schedules, prescriptions, lab tests, queue tokens and billing.
The category workflow uses the same customer, document, payment, permission and audit foundations as the rest of the platform.
Operational modules
Structure the work your team already performs.
Enable only the records and actions relevant to this business category.
Patient records
Track this workflow with controlled records, ownership, status changes and reporting.
Doctor schedule
Track this workflow with controlled records, ownership, status changes and reporting.
Prescriptions
Track this workflow with controlled records, ownership, status changes and reporting.
Lab tests
Track this workflow with controlled records, ownership, status changes and reporting.
Medicine inventory
Track this workflow with controlled records, ownership, status changes and reporting.
01
Capture
Add the customer, requirement and source record.
02
Assign
Give the work a responsible person and next action.
03
Transact
Create documents, payments and operational records.
04
Review
Use activity and reports to manage the next decision.
Review this workflow with your team.
Start a trial or discuss the modules, roles and integrations required for deployment.