Settings and activity
23 results found
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3 votes
Lori Brooks
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72 votes
An error occurred while saving the comment Lori Brooks
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20 votesLori Brooks
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204 votes
An error occurred while saving the comment Lori Brooks
commented
Every CRM my clinic has used has the ability to save text prompts for quick auto replies in the messages conversation screen
Saving Custom prompts for manual responses allowing customization at the users discretion- have a drop down menu by the GIF for quick replies to FAQ or statements especially for general front desk use or training or call outs etc.
examples relevant to staff scenarios where saved prompts can maximize efficiency:
1.Reminder for your appointment: Our clinic is located on 1214 E ROBINSON ST, ORLANDO,FL 32801. Be sure to park behind the building.
2.Hi [patient name] We have returned your call and left a voicemail please feel free to text us a better time to reach you or any questions you may have.
3. Upon check out: Thank you for your visit! Please leave us an honest review for 5% off your next service on [google review link]
4. Appointment instructions reminder: Hi! looks like you have yet to confirm appointment please reply YES to confirm [appointment time] [appointment date]
5.Hello! [client name] please see after-care instructions below
etc etc etc
This versatility will allow us as the consumers to manipulate solutions at our discretion avoiding constant implementation from your development team and this is VERY easy for a development team to add.
Lori Brooks
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205 votesLori Brooks
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210 votesLori Brooks
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234 votesLori Brooks
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374 votesLori Brooks
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410 votesLori Brooks
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763 votesLori Brooks
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22 votes
An error occurred while saving the comment Lori Brooks
commented
in addition to everything listed above as a medical practice the ability to input more details on inventory is IMPERATIVE as we manage inventory down to the milligram usage and milligram pricing.
PLEASE FACILITATE to have set up, tracking and reporting available for inventory items with net cost, price and retail allowing option to easily choose what is visible to client view and internal view.
enable product items to have inventory descriptions with option to populate on their receipt for compliance purposes such as medical disclaimers etc.
compliment this with reporting that can reflect:
-purchase order $ amounts spent
-product and service sales
gross vs net revenue after factoring the cost based on purchase order amounts
-usage
-average per service and/or client etc.Lori Brooks
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123 votesLori Brooks
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315 votesLori Brooks
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183 votesLori Brooks
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67 votesLori Brooks
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289 votesLori Brooks
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44 votesLori Brooks
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14 votes
An error occurred while saving the comment Lori Brooks
commented
EXTREMELY IMPORTANT! most items are in other formats to upload ID, LAB WORK ETC such as PDF etc please get this asap!!!
Lori Brooks
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17 votesLori Brooks
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7 votesLori Brooks
supported this idea
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in addition to everything listed above as a medical practice the ability to input more details on inventory is IMPERATIVE as we manage inventory down to the milligram usage and milligram pricing.
PLEASE FACILITATE to have set up, tracking and reporting available for inventory items with net cost, price and retail allowing option to easily choose what is visible to client view and internal view.
enable product items to have inventory descriptions with option to populate on their receipt for compliance purposes such as medical disclaimers etc.
compliment this with reporting that can reflect:
-purchase order $ amounts spent
-product and service sales
gross vs net revenue after factoring the cost based on purchase order amounts
-usage
-average per service and/or client etc.