Get your Leads / Enquiries into your CRM in many different ways
Set up customised workflows for automated email alerts and Tasks created for users to follow up!
Appointments & Calendar
Create appointments on schedule, linking a patient & user.
Users are able to view their appointments through the shared calendar and quickly update the records on the go.
Full accident report process, including all fields required to be recorded if something is to occur.
Customisable for any additional fields you require!
Generate PDF reports from the CRM to confirm / sign
Use the CRM reports to view 'how many accidents this month / year?'
Staying on top of your documents in one place!
The CRM has a document manager process that allows you to upload documents and upload revisions, highlighting the changes in the document.
Document review date
Create reports for your 'policies and procedure documents' that need to be reviewed
The process includes email alerts to remind users of any that are due for renewal