CRM system based on OpenEMR

Development time: 2 months

Platform: OpenEMR

Team: 1–2 developers (PHP/MySQL/OpenEMR stack)

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1.⁠ ⁠Project Goal

Develop a customized CRM system based on OpenEMR for the Celureon clinic network with support for:

    •    15 doctors (in the first phase)

    •    AI module "Concierge Doctor" for VIP clients

    •    Multilingual interface (5 languages)

    •    Loyalty card system (Trust, Platinum, Diamond, VIP)

    •    Support for scaling to other locations

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2.⁠ ⁠Supported Interface Languages

    •    Russian (RU)

    •    German (DE)

    •    English (EN)

    •    Montenegrin (ME)

    •    Spanish (ES)

The language is selected upon logging into the system and is saved in the user profile.

Translation is required for at least the following modules: patients, schedule, appointments, finances, procedures.

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3.⁠ ⁠Core Functionality

3.1. Management of Doctors and Schedule

    •    Creation of 15 doctor profiles

    •    Support for individual schedules

    •    Admin panel for schedule distribution

    •    Quick appointment and schedule changes

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3.2. Working with Patients

    •    Patient card:

    •    Photo

    •    Contact information

    •    Medical history

    •    Attached files (PDF, JPG)

    •    Card status: Trust, Platinum, Diamond, VIP

    •    Tags (business tourism, resident, etc.)

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3.3. Appointment Module

    •    Online appointment and admin panel

    •    Quick patient search by ID, card number, name

    •    Visit reminders (email, SMS via external API)

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3.4. Card and Privilege System

    •    Linking card to patient

    •    QR code generation

    •    Filtering patients by status

    •    Visual marker in the schedule

    •    Accounting for free services (e.g., annual check-up for VIP)

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3.5. AI Module "Concierge Doctor" (for VIP clients)

    •    Receiving client requests (text or voice)

    •    Analyzing the reason for the inquiry using NLP (via GPT-API, Whisper, etc.)

    •    Selecting a specialist and time considering:

    •    Specialization

    •    Available time

    •    Client status

    •    Automatic appointment scheduling

    •    Response to the client in the form of confirmation:

“You are scheduled with Dr. X on Thursday at 12:00. Confirm?”

    •    Action log and decision-making logic are saved

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3.6. Financial Module (basic)

    •    Accounting for paid and unpaid visits

    •    Support for cash integration (via API/CSV)

    •    Reports on doctors, procedures, patients

    •    Export to PDF/Excel

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4.⁠ ⁠Security

    •    Authorization: Email + password (or 2FA)

    •    Access rights separation: doctor / admin / reception / AI

    •    Encryption of personal data

    •    Logging of all actions

    •    Compliance with GDPR requirements

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5.⁠ ⁠Architecture and Support

    •    Server: VPS / Docker on Linux

    •    DB: MySQL

    •    Automatic backup (once a day)

    •    Ability to connect external PACS, laboratories, insurance

    •    Support for scalability (multi-clinic module)

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6.⁠ ⁠Implementation Stages

Stage 1 (weeks 1–4):

    •    Deployment of OpenEMR

    •    Customization of UI/brand Celureon

    •    Creation of doctor profiles

    •    Schedule and appointment module

    •    Multilingual support

Stage 2 (weeks 5–8):

    •    Card and status module

    •    AI concierge (via GPT/Whisper API)

    •    Financial reporting block

    •    Final testing

    •    Preparation for expansion (multi-branch)

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7.⁠ ⁠Outcome

    •    Ready CRM for the Celureon clinic with 15 doctors

    •    Integration of AI concierge

    •    Trust/VIP card system

    •    Schedule, appointments, finances

    •    Support for 5 languages

    •    Readiness for scaling.