Niche Medical CRM

Niche Medical CRM

A specialized tracking system that helps medical practices efficiently manage personal injury patients, ensuring proper care documentation while reducing administrative burden

Overview

  • Industry: Healthcare (Personal Injury Care)

  • Timeline: 8 weeks

  • Role: Lead Designer & Developer

  • Built with: Bubble.io, Xano


Key Features

  1. Simple CRM System for tracking PI pati

  2. Automated Notification System for care plan deviations

  3. Partner Dashboard for Care Team data sharing


Challenge & Solution

Medical staff were spending excessive time manually tracking patient care plans and medical records across different systems, leading to inefficient case management and potential gaps in care plan completion.


We built an automated system that integrates with their EHR, streamlines patient tracking, and provides timely notifications for care plan adherence.


Impact & Results

  • Reduced admin time by 10+ hours per week

  • Streamlined patient care plan tracking process

  • Improved care plan completion rates (metrics pending)

  • Enhanced visibility for partners into client status

  • Created scalable foundation for future improvements

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