Medical Express is a platform that provides home doctor visits and consultations for symptoms of diseases. To enhance the user and doctor experience, the company has decided to develop a CRM system that will allow them to manage records and track call results, as well as implement subcategories for assessing inquiries and improving the quality of services.
Objectives of the project
Develop a user-friendly CRM system based on Laravel that enables users and doctors to efficiently manage and track information related to inquiries and calls, while also facilitating internal doctor verification and providing different levels of access to optimize operations.
Task
Development of functional architecture of a CRM system based on Laravel
Stages and Technical Specification
1.Requirements Analysis: Conduct a detailed analysis of client requirements, identify key functionalities, and understand the needs of users and doctors.
2.System Design:
Design the architecture of the CRM system using Laravel, considering the requirements and functionalities such as inquiries, call logging, payments, and access levels.
3.Development:
Develop and implement the functionalities of the CRM system, including the ability to submit inquiries, accept and log calls, generate invoices for services rendered, and conduct internal doctor verification.
4.Testing:
Perform comprehensive testing of the system using various usage scenarios to ensure stability, security, and compliance with requirements.
Technical Specifications: 1.Inquiry Submission:
Users can submit inquiries for home doctor visits by providing their address and a brief description of the issue.
Inquiries should include necessary information to ensure accurate and timely responses from doctors.
2.Call Acceptance and Logging:
The CRM system should enable doctors to accept and log calls from patients.
Relevant information such as date, time, and call details should be recorded for each call.
3.Invoicing for Visits:
The system should include functionality for generating invoices for provided services.
Doctors can specify the corresponding charges, which will be visible to both doctors and system administrators.
4.Internal Doctor Verification:
The CRM system should allow for the uploading and storage of doctor-related data.
A mechanism for internal doctor verification should be implemented to ensure professionalism and qualifications.
5.Access Levels:
The system should have multiple access levels for different user categories.
This will enable proper access control and provide appropriate permissions based on user roles (e.g., administrator, doctor, operator).
The Results
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A user-friendly and efficient CRM system based on Laravel has been developed and implemented.
The integration of internal doctor verification within the CRM system ensures a high level of professionalism and quality in service provision. Administrators can upload and verify doctor data to make informed decisions regarding their qualifications and eligibility for work.
The implementation of access levels within the CRM system allows for proper access control, granting relevant permissions to each user category. Administrators have full access to information and functionality, doctors can manage their appointments and records, and operators can communicate with patients.
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The CRM system enables tracking of inquiries, calls, and payment amounts in a convenient format. Administrators and doctors can access comprehensive information on completed services, payments, and other essential metrics.
The inclusion of a chat function within the CRM system facilitates quick and efficient communication between doctors and patients, allowing for remote consultations and prompt assistance. This enhances the level of service and customer satisfaction.
