Clinic CRM Suite

01 — Overview

Project overview

Multiple clinics needed the same thing: one system instead of ledgers, spreadsheets and manual calculations — but each with its own scheduling rules, rates and staff structure.

02 — Challenge

The challenge

Every clinic operated differently: doctors on variable commission, reception on shifting schedules, monthly reports required by accounting, and zero tolerance for duplicating data between paper and digital.

03 — Approach

The approach

Each clinic's real workflow was mapped first — patient intake, appointments, services delivered, staff commission — then reusable modules (reports, CSV export, salary calculation) were built on a shared core.

04 — Solution

The solution

Custom web CRMs, one per clinic, with patient records, appointment calendars, service logs, configurable salary and commission rules, daily/monthly reports and CSV export for accounting or external analysis.

05 — Features

Key features

• →Patient records and visit / service history
• →Multi-doctor, multi-room appointment scheduling
• →Salary and commission calculation with per-clinic configurable rules
• →Daily, monthly and custom date-range reports
• →CSV export for accounting, audits or Excel analysis
• →Separate roles: reception, doctor, admin, management
• →Offline operation where connectivity is unreliable (PWA + sync)
• →Filters, search and dashboards for clinic activity

06 — Outcome

Outcome

Each clinic works from one system shaped to how it actually operates — no manual re-entry and reports ready to hand to accounting.

07 — Takeaways

Key takeaways

• Clinic CRMs look similar on the surface, but salary and reporting rules differ radically — configurability beats a fixed template.
• CSV export and clear reports earn admin trust faster than any 'smart' feature.