Medical Module (EMR)
Electronic health records integrated with CRM: patients, appointments, clinical records, prescriptions, and certificates — with unified support and schedule history.
What it's for
- Clinics and practices needing records tied to customer support
- Doctors (
medical_doctor) recording appointments and prescribing medications - Medical assistants (
medical_assistant) supporting the clinical workflow - Operations unifying patient records, chat, schedule, and documents
Activation
Requires the medical module enabled for the organization.
What you can do
- Use patient as CRM customer — unified support history and data
- Record appointments and clinical records on the patient file
- Issue prescriptions and certificates from reusable clinical templates
- Access the record with tabs: appointments, clinical notes, prescriptions, certificates, and attachments
- View appointments and consultation history on the same profile
- Generate clinical documents with CRM variables and document templates
How it connects
- CRM & Customers — patient shares the customer record
- Schedule — appointments on the patient record
- Documents — clinical templates for prescriptions and certificates
- Chat & Support — conversation history on the unified profile