Every list, in one place.
Patients, cases, encounters, claims, orders and stock in one menu, opening on the list you used last.
What it replaces
No more hunting for lists.
Open each module for its listEvery list in one menuClick back to your listOpens on your last listSet up columns every morningSaved as a layoutExplain the setup to each personOne layout for the group
What you get
One menu, the same pages.
Layouts
One layout for the whole team.
Save a list’s columns and filters. Share it, or post it to a group.
Everyone works the same list
This pageCases
Front deskposted by Jane Roe
from Mary Major
List of Claims
BILL-LL-708314265Queued
BILL-LL-326905814Submitted
BILL-LL-859361027Paid
The same page, the same access.
Claims in CRM is Billing’s own page. Nobody sees more than before.
CRM|List of ShipmentsSHP-1004827316Delivered
SHP-1004827298Shipped
SHP-1004827264Packed
Back on your last list.
Click CRM in the rail and it opens where you left off.
The details
And the details.
- Every list, one menuPatients, cases, encounters, documents, communications, claims, orders, shipments, returns and items, each under its module's heading.
- The same page, the same accessEach list is the module's own page. Whoever can open it in the module can open it here.
- Back where you wereCRM opens on the last list you opened from it.
- Layouts, sharedSave a list's columns, filters and cards. Share it with a teammate, or post it to a group.
Connects with
What it works with.
A connection works while both are on. Switch the other off and CRM keeps working.
CRMEvery list, one menu.
Book a demo
Tell us your combination.
We will show you how it fits the way you work.
Or write to sales@lifelines.health