A consistent customer profile.
Define the contact details and identifiers needed to link purchases and later visits to the right customer.
CLINIC ADMINISTRATION · CRM DISCOVERY
A clearer record of
purchases and sessions.
We are exploring administrative software for clinics and treatment businesses that need to connect customer purchases with how those treatments are used over time.
PROPOSED ADMINISTRATIVE WORKFLOW
Keep purchases and
treatment usage connected.
Record what was purchased.
Capture treatments or packages, purchase date, amount, payment method and the consulting staff member.
Record each session used.
Link a treatment visit to its purchased package, deduct the used sessions and retain the treating-doctor reference.
See the remaining sessions.
Review purchase and usage history together, with a traceable remaining balance instead of an unexplained manual total.
ILLUSTRATION · NOT A PRODUCT SCREEN
One purchase.
Several later visits.
10 sessionsPurchased as a package
1 sessionRecorded on a later visit
9 sessionsRemaining in this simple example
This fictional example assumes no refund, transfer, expiry or adjustment. Those rules must be defined separately.
Decisions to settle
before development.
Packages & payments
Single treatments or mixed packages? Installments or split payments? Expiry, refunds, transfers and corrections?
People & branches
One location or several? Who can view, change and approve records? Can packages be used across branches?
Additional scope
Appointments, inventory, clinical notes and integrations require separate confirmation. This scope does not imply clinical decision support or an electronic medical record system.
LET’S TALK
Start with the work
you want to improve.
A free 20-minute call to understand your process, identify the main difficulty and discuss a useful first scope. Any paid discovery or pilot is quoted separately before work starts.
Share your industry, current tools and one workflow. Please use a general description for your first enquiry; do not send customer, patient or financial records.
Request a free 20-minute callbrukim93@gmail.com
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