JAI CRM
Home Industries Healthcare & clinics

Healthcare & clinics

Patients as customers, consumables as stock, and receipts that reconcile.

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The day as it is

What actually happens now

Consumables are ordered when somebody notices they are low, and the day’s collection is reconciled by counting.

What changes

Where the leaks close

Billing with the right GST treatment for

Billing with the right GST treatment for the services that carry it.

Consumables and pharmacy stock with batch and expiry

Purchase orders raised from reorder points rather than memory

Daily collection and receivables from insurers

Kept separate.

Records and consents in a document store

Records and consents in a document store with real permissions.

Before that

Seven systems, or one

Nobody sets out to run a trade on six tools. It happens one sensible decision at a time, and the cost lands in the seams between them.

  • One customer record, not four spellings of it
  • One item, one rate, one tax treatment
  • One place a question can be answered from
One system
How it fits together

The healthcare & clinics chain, end to end

Consumables move on their batch and expiry as they are billed, and the day’s collection reconciles from the receipts themselves.

  • Sales documents — switched on
  • Inventory — switched on
  • Procurement — switched on
  • Documents — switched on
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Only what healthcare & clinics actually needs

Projects stay off; the weight here is stock and billing.

See pricing

See it with your own data

Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.