Development of a CRM system
We are looking for a company or specialist who will develop/setup a CRM system for our project - a medical clinic
I am waiting for your proposals regarding price and deadlines
TECHNICAL ASSIGNMENT
Development time: 2-3 months
Platform: various platforms
Team: 1–2 developers (PHP/MySQL/OpenEMR stack)
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1. Project goal
To 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 request (text or voice)
• Analyzing the reason for the request using NLP (via GPT-API, Whisper, etc.)
• Selecting a specialist and time considering:
• Specialization
• Available time
• Client status
• Automatic appointment in the schedule
• 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.
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267 https://www.bas-soft.eu/soft/bas-sectoral/bas-medicine/
Most of your tasks have already been professionally and systematically implemented in the ready-made solution "Medicine" and "Polyclinic".
Functionality https://prnt.sc/rBFgstI8jcuK
The solution can be easily modified thanks to the powerful language of the platform.
Interface translation into any languages is done using a special tool of the platform.
I want to add that, in my opinion, the budget for your project task will be much more than $10k. I will not write the project amount in the bid, I will indicate the cost of 1 hour of a specialist in UAH.
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1987 14 0 There is a ready system with mobile applications for doctors and clients where you can create doctors' schedules, plan and conduct online consultations, messaging, and make payments. If you are interested in such a system, let me know, customization for the clinic's brand.
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1447 20 1 Good day, Maxim!
We, ITERIUM, are an experienced team in CRM system development with over 5 years of experience, and we would be happy to help you create your CRM system. Our team includes frontend, backend, and designer. We can discuss your system and the logic of interaction between different modules in more detail.
As a result of our collaboration, you will receive:
- Turnkey development – from idea to launch
- Work will meet your expectations
- Work will be completed in a shorter timeframe
… - A reliable, optimized, secure, fast, and dependable CRM system
- Transparency in work and constant communication
- Support is guaranteed after project completion
Check out my portfolio:
Freelancehunt
We are ready to discuss your project and offer the best solution. Write to us – we will find the optimal approach!
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3613 7 0 Good day! We have experience in developing a similar system for a client from Spain. We also have a lot of work done in the humanitarian field and experience in AI integration. The estimated cost starts from $5000, the term is from 3 months. However, we can deliver the results in ready batches, so the first results will actually be available earlier.
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