Clinic expense tracker and patient CRM

Overview

Expenses and patient relationships managed in one internal tool.

Client context

A clinic managing its own expenses and patients.

Problem

Expenses and patient follow-ups were tracked separately and inconsistently.

Solution

An internal tool combining expense tracking with a patient CRM.

Key features

• Expense logging
• Patient records
• Follow-up tracking
• Summary dashboard

Before / after workflow

Results

Verified results to be added once confirmed with the client.