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Custom CRM System For
a Telemedicine Clinic

Integrated CRM • EMR Abstraction • AI Documentation • HIPAA-Compliant

Platform Overview

We built a custom platform for a telemedicine clinic that brought all their tools together in one place. Before, the team was juggling separate systems for booking appointments, managing patient records, handling communications, and more. Now, everything works together seamlessly, making it easier for staff to do their jobs and for patients to get the care they need. We also built it in a way that gives the clinic full flexibility to switch or upgrade their medical record system anytime, without disrupting operations. The result is a simpler, faster, and more reliable system that helps the clinic grow and serve patients better.

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Problems & Solutions

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problem

Lack of Integrated CRM Functionality

problem

Disconnected Booking and EMR Systems

problem

Inefficient Documentation Processes

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Key Outcomes

01
25% increase in lead-to-patient conversion
02
40% reduction in manual data entry
03
15% fewer appointment no-shows
04
50% reduction in documentation time
05
Higher consultation throughput & accuracy
Outcomes
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Core Functional Modules

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Lead onboarding & management

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Marketing automation (email/SMS)

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Appointment booking & teleconsultation

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Patient charts & provider portal

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AI-powered SOAP note generation

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EMR abstraction & synchronization

Patient-Facing Features

Feature Image

ArrowSelf-service booking with real-time availability

ArrowSecure video/audio consultations

ArrowAccess to medical records & visit summaries

ArrowAutomated reminders & notifications

ArrowPrescriptions & post-visit follow-ups

Provider-Facing Features

Feature Image

ArrowDaily schedule dashboard

ArrowOne-click session access

ArrowAI-generated SOAP note drafts (editable)

ArrowSecure patient messaging

ArrowEngagement & no-show analytics

Admin & Operations

Feature Image

ArrowLead scoring & nurturing pipelines

ArrowCampaign builder (email/SMS)

ArrowUser & role-based access management

ArrowOperational and growth reporting

ArrowFull audit logs & compliance controls

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User Work Flows

Book Appointment
Book Appointment
Intake & Confirm
Intake & Confirm
Join Virtual Waiting Room
Join Virtual Waiting Room
Portal Access
Portal Access
Attend Teleconsultation
Attend Teleconsultation
AI Summary & Follow-Up
AI Summary & Follow-Up

Integrations & Purpose

Juno

Bidirectional sync of patient demographics, appointments, charts, SOAP notes.

Amazon Connect

Inbound/outbound calling for support, confirmations, follow-ups.

Amazon Chime

Secure video/audio appointments with high-quality, low-latency calls.

Google Maps API

Fetch nearby pharmacies during booking/prescription workflows.

Amazon SNS

Email and SMS for campaigns, reminders, transactional notifications.

Compliance & Security

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HIPAA & PIPEDA aligned architecture
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Encryption at rest & in transit
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Role-based access & audit logs
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Consent-driven recordings & AI usage
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Disaster recovery & risk assessments
Outcomes

Tech Stack

RingRing
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10+

Years
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