IVF software update 6.78: website chat into the CRM, treatment plan templates and full pharmacy reports
Enquiries from the clinic website now arrive in the same inbox as WhatsApp, doctors can start a cycle from a saved plan and the pharmacy gets complete sales, purchase and stock reports.
This release adds to our IVF Software, so patient records, lab work and billing stay together in one system.
If this release fits how your clinic works, you can book a free IVF Software Demo.
Website live chat into the CRM
A chat widget on the clinic website answers common questions, collects details and lands each chat in the CRM inbox, where a caller can take over.
Why it was needed
Website visitors left without speaking to anyone because forms were slow and calls went unanswered.
A day in the clinic
A visitor asks about IVF cost at 10 pm, leaves her number and a caller follows up at 10 am.
What it changes for clinics
More website visitors become real leads.
Where to find it
Part of version 6.78. Ask your account manager to switch it on for your clinic and walk your team through it.
Treatment plan templates
Doctors pick a saved plan for a cycle, and the stimulation, trigger, egg pick-up, transfer and luteal steps are filled in for them to adjust.
Why it was needed
Doctors entered the same protocol step by step for every patient.
A day in the clinic
A doctor chooses the antagonist plan and only changes the doses for this patient.
What it changes for clinics
Cycles are set up in minutes and protocols stay consistent.
Where to find it
Part of version 6.78. Ask your account manager to switch it on for your clinic and walk your team through it.
Pharmacy reports
Sales, purchase and stock reports plus a sales analysis for the pharmacy.
Why it was needed
Pharmacy managers worked out sales and stock in spreadsheets.
A day in the clinic
The manager checks which medicines sold most this month and reorders.
What it changes for clinics
Pharmacy decisions are made from live numbers.
Where to find it
Part of version 6.78. Ask your account manager to switch it on for your clinic and walk your team through it.
Concession approval by two people
A discount can need approval from two authorised users, with full details shown to each approver.
Why it was needed
Large concessions needed more than one person's sign-off.
A day in the clinic
The centre head and the accounts head both approve a package discount.
What it changes for clinics
Discounts follow clinic policy every time.
Where to find it
Part of version 6.78. Ask your account manager to switch it on for your clinic and walk your team through it.
Roles, page locks and phone masking
Admins set roles, lock pages or make them view only. They also choose who sees full phone numbers.
Why it was needed
Clinics wanted tighter control over who can see and change what.
A day in the clinic
A caller sees only the last four digits of a patient's number.
What it changes for clinics
Patient data is shown only to the people who need it.
Where to find it
Part of version 6.78. Ask your account manager to switch it on for your clinic and walk your team through it.