CRM for Magerya's Hormonal Health Clinic

CRM for Magerya's Hormonal Health Clinic

Client: Clinic of hormonal health "Magerya"

Magerya Clinic's new CRM is the foundation for positive communication with customers.

This tool helps build relationships with clinic visitors, effectively showing that they are the center of attention. And at the same time, it automates routines so that people work more accurately and quickly

The task

Spider Group's task in this part of the larger digitalization process of the Magerya clinic was to make the work of employees easier through the implementation of a modern CRM to replace the earlier Django interface

The result

Customer Relationship Management removes the barriers between services and meeting people's needs. It provides clinic workers with transparent processes and all the information they need for their work

Schedule

In this section the user (administrator or call center representative) gets acquainted with the doctors' schedule. It is always up to date, because it is formed anew each time one of the parameters is changed:

  • Doctor's name
  • Branch
  • Week
  • Patient’s name
  • Type of consultation (in clinic, online, written)

Written consultation is a new feature of the clinic

Starting from the third visit, the patient can make an appointment for such a consultation by paying for the service online. The patient then fills out a questionnaire about their problem. With the data from previous appointments, the doctor examines the new information and issues a medical report

New patient appointment

Under federal law, a new patient can still only be signed up for a consultation at the clinic. Other options are not available to avoid any confusion. The exception is appointments with psychologists. They can be accessed online from the first appointment as they have a special legal status

Available time slots

When an available time slot is selected, the booking button becomes active. Then the appointment preview window opens, where you can change the price, payment method and add a legal representative for the patient. All representatives added at the reception desk will automatically appear in the list of available representatives. After the booking is confirmed, the appointment is saved in the system
When selecting an appointment time with a particular doctor, only available time slots are displayed. If all slots are occupied, the user will receive a corresponding message and will be able to choose another specialist

Appointment bookings

In this section, an employee can view a list of all clinic appointment bookings and filter by the following parameters:
  • Branch
  • Patient’s name
  • Doctor’s name
  • Consultation type
  • Payment method
  • Date the booking was created
  • Date of appointment
  • Booking status (created, on confirmation, confirmed, on payment, paid or canceled)

Appointment bookings

In this section, an employee can view a list of all clinic appointment bookings and filter by the following parameters:
  • Branch
  • Patient’s name
  • Doctor’s name
  • Consultation type
  • Payment method
  • Date the booking was created
  • Date of appointment
  • Booking status (created, on confirmation, confirmed, on payment, paid or canceled)

Appointments

In this interface, employees see a list of all appointments with filters by branch, patient’s and doctor’s name, consultation type and appointment date

As in the appointment bookings, you can go to each appointment to view it in detail, but you cannot edit anything — to do so, you must go to the linked booking. However, you can complete and cancel an appointment. For convenience, the booking is canceled along with it, and the funds are returned to the client

You can go to each appointment to continue working with it: change any data, confirm the appointment or payment. Before payment, the appointment can be canceled. After payment, you can edit only the time and date of the appointment
Patient’s card

Creating a new patient account is one of the most important features of CRM. Depending on the information the clinic employee has, they can fill in only the obligatory or all fields here. After saving the data entered, the patient appears in the clinic database and is available for appointments

Once an appointment booking is paid, it leaves the list of active bookings and the new appointment appears among the active appointments, disappearing after the service is provided. After the methodologist enters the patient's test results into the system, they will disappear from the patient's card

The account stores data to communicate with the patient, active appointments, and payment tracking.

Estimates

Estimates are needed to generate documents for payment for clinic services. They can be automatically created in the patient card from the tests prescribed by the doctor

An estimate can be created from scratch. The patient, their presentative, health care provider and procedures are added to it. After confirmation, the document is sent to the Evotor cash register for payment

Estimates

Estimates are needed to generate documents for payment for clinic services. They can be automatically created in the patient card from the tests prescribed by the doctor

An estimate can be created from scratch. The patient, their presentative, health care provider and procedures are added to it. After confirmation, the document is sent to the Evotor cash register for payment

Global search

Global search speeds up the time it takes to find patient data. You can search by name and phone number

The form immediately shows the patient's name, active bookings, active appointments, and all of their estimates

Technologies
Frontend
  • Development environment: WebStorm
  • Programming language: TypeScript
  • Technologies: React, Redux, Mui, Next.js
Backend
  • Development environment: PyCharm
  • Programming language: Python (Django + Django REST framework)
  • Architecture: monolithic application
  • Database: PostgreSQL
  • Queue manager: RabbitMQ, Celery
  • Сontainerisation: Docker
  • Documentation: Swagger
  • Version control system: Git
Development statistics
Time
  • Management — 343 hours
  • Analytics — 145 hours
  • UX/UI design — 223 hours
  • Backend development — 354 hours
  • Frontend development — 617 hours
  • Testing — 91 hours
Team
  • Project manager — 1
  • Business analyst — 1
  • Designer — 1
  • Backend developers — 2
  • Frontend developers — 2
  • QA engineers — 2
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