Lets begin with our basic needs:
We are looking to use SugarCRM as a hub for all of our patients contact info, payment history, program details, etc. Overall the more information we can input for a patient, the better.
There should be a running roster of all patients that are in our main programs. HCG, Super Shots, Cosmetics (I will provide full list). This roster should display the patients detailed info in a list format and have a easy way to see total revenue for the individual programs. (I have included screen shots on the PDF) There should also be ways to filter active, completed, and other contact stages.
We would like to have a system in place that automatically sends the patient email alerts reminding them when their program is almost up and send them helpful tips while on certain programs.
These are some of the basic features we would like implemented. The flow chart that I am attaching is really just ideas and can be subject to change depending on programming recommendations.
We have basic client data on CSV spreadsheets and will need them to be imported correct and associated to the modules.