CLIENT INFORMATION

"VITA MED" is a home clinic that provides a wide range of medical services with a visit to the patient.

WHAT TASKS THE CLIENT COME WITH

The main task was the transition from the cloud to the boxed version and further refinement of the corporate portal.

WORK PROCESS, PROJECT FEATURES

We completed the transition to the box, deployed a test copy of the portal and connected it to the Gitlab version control system.

Set up a business process for processing transactions with patients. We debugged and optimized the existing business process, which helps to update patient data on a monthly basis.

In CRM, we have finalized one of the main funnels. Added the name of transactions by company. We created several additional fields in the CRM entity card. Set up auto-completion of the fields: "Contract type", "Contact", "Company", "TIN", "Last name", "First name", "Patronymic" and "Phone"

We also participated in the development of an API for integration with the customer's mobile application. We developed the terms of reference, interacted with the developers of the mobile application and ensured the transfer of transactions and contacts to Bitrix24 using the REST API, the offline event queue and the initial download of data for the application.

WORKING WITH THE SOLUTION. RESULTS ACHIEVED

Employees work daily in Bitrix24, now not only at the computer, but also using the Bitrix24 mobile application, which significantly increases the convenience of working with clients and transactions

. Auto-name of transactions and new fields help to collect more necessary information about the patient. Business processes are optimized.

We also regularly update portals and install modules to improve performance.

ADVANTAGES

Improved funnel and business process significantly reduce the time to fill in the data.

And integration with the customer's mobile application gives more opportunities to work with new patients, automatically creating contacts and related deals.