Efficient Clinic Management: Streamlining Operations, Appointments, and Records using Portal Solution for Cruz Garcia

Client Requirements

The primary requirement was streamlining clinic operations, patient appointments, and records management.

Client needed a secure way to manage patient data and appointments for clinics with controlled access, avoiding direct CRM exposure.
The clinic required a dashboard feature to display patients who had visited within the past year.
A seamless dashboard appointment filtering mechanism was needed to enable direct access to appointment-related information.
Dental Media demanded dynamic filters with sorting and pagination features to manage related fields efficiently.
Clinics should be able to efficiently add patients to designated groups (Target Lists) and establish new groups when necessary.
Management of treatments and consent documents associated with patients, enhancing treatment efficacy.

The portal was designed to provide controlled access to specific clinic-related data while safeguarding patient information.

Secure Clinic Access Portal: CRMJetty created a secure patient and appointment management portal for clinics, removing the need for direct CRM access.
Tailored Last Year Visited Dashlet: A custom dashboard dashlet to view recent patient visits within a year, including a 10-day margin for insights.
Dashboard Appointment Filters: Filter appointments directly from the dashboard, optimizing appointment navigation.
Dynamic Field Filters and Sorting: The solution introduced dynamic filters with advanced sorting and pagination features.
Efficient Group Management Feature: Swiftly add patients to specific groups (Target Lists) and create new groups as needed.
Treatment and Consent Integration: My Treatment, Patient, and Clinic User modules now have a module relationship for simplified treatment and consent management.

The custom portal enhanced data security by removing the need for direct CRM access meeting privacy regulations.

The Last Year Visited Dashlet and Dashboard Appointment Filters expedited patient tracking and appointment access, enhancing clinic efficiency.

Dynamic filters revolutionized data access, while the Group Management Feature facilitated organized patient grouping.

Integrating Treatment and Consent documents enhanced treatment management, improving patient care coordination.

The customized message module empowered clinics to send tailored patient notifications, fostering improved communication and engagement.

Enhanced clinic operations meant reduced administrative burden and optimized resource allocation for better patient care.