Doctor CRM
A full clinic CRM: patients, appointments, and visit logs — managed from the dashboard and by the voice agent during calls.
Last updated 2026-07-06
Screenshots
About Doctor CRM
Doctor CRM
A full clinic CRM for the Telenow dashboard, built with React on the Telenow App Platform. The voice agent and the dashboard work on the same records.
Agent tools (used during calls)
All eight are pure declarative handlers — no server, no code:
| Tool | Does | Handler |
|---|---|---|
find_patient | Recognise the caller by phone (or name) | object.query patient |
register_patient | Create a new patient | object.create patient |
book_appointment | Book an appointment with the problem/reason | object.create appointment |
list_appointments | List appointments (by patient phone) | object.query appointment |
log_visit | Record diagnosis / prescription / follow-up | object.create visit |
cancel_appointment | Cancel the caller's most recent appointment (soft) | object.update appointment (match phone) |
delete_appointment | Permanently delete the most recent appointment | object.delete appointment (match phone) |
update_patient | Update status / condition / notes | object.update patient (match phone) |
This app uses all of declarative CRUD — object.create, object.query,
object.update, and object.delete — with no developer code. On the dashboard,
Visit logs also have a Delete action.
Dashboard pages (menu UI)
- Patients — register, search, and per-patient detail (their appointments + visit history); edit condition/notes and active/inactive status.
- Appointments — book, filter by date, and mark Visited / No-show / Cancel.
- Visits — log a consultation outcome and browse the visit history.
- Activity — a live feed of what the agent did on recent calls.
- Reports — a comprehensive dashboard across all three record types: patient counts, appointment status + visit-rate %, an appointments-per-day chart, top diagnoses, and follow-ups due.
Everything the agent does on a call shows up live on these pages, and vice-versa — it's one shared store, read/written through the Telenow bridge (no API keys).
Ready-made agents it ships
A friendly receptionist that finds patients, books and cancels appointments, and logs visits — using the clinic's tools.
A multi-context flow that DETERMINISTICALLY looks the caller up in the clinic's patient records (an app-tool flow node) before greeting them by name.
A guided multi-context flow: greet the caller, capture their details, then book the appointment.
What your agents can do with it
Look up an existing patient to recognise the caller. Pass EITHER phone (preferred) OR name — supply only ONE; passing both requires an exact match on both.
Create a new patient record.
Book a clinic appointment for the caller, with the reason / problem for the visit.
List appointments, optionally filtered by the patient's phone number. (Date filtering is available on the dashboard.)
Record the outcome of a consultation: diagnosis, prescription, and an optional follow-up date.
Cancel the caller's most recently booked appointment (matched by phone number).
Permanently delete the caller's most recent appointment record (matched by phone). Prefer cancel_appointment for a normal cancellation; this removes the row entirely.
Update an existing patient's details — status, condition, or notes (matched by phone number).
Data it manages
Permissions it requests
Apps run inside your workspace under least-privilege scopes you can see up front. This app asks for:
objects:patientobjects:appointmentobjects:visitagents:readcalls:initiatecalls:readwhatsapp:sendsoftphone:dialuser:profilecampaigns:writecampaigns:readWhat's new in v2.2.2
Changelog
2.2.2
- Add / Remove sample data buttons in the dashboard header: one click seeds demo patients, appointments and visits; one click removes them again.
- Removal is scoped to seeded rows only (tagged internally), so it never touches real records.
2.2.1
- Added marketplace listing screenshots (Patients, Appointments, Visits, Reports).
- Set the app icon (stethoscope).
- No functional changes to tools, agents, data, or workflows since 2.2.0.
2.2.0
- New Lead object + inbound lead webhook and lead callback/notify workflows.
- Bundled agents (Front Desk, Smart Front Desk auto-lookup, Patient Intake flow) and a Front Desk team (triage → booking).
- Clinic Info knowledge base for the front-desk agent.
- Patient relations/views, computed display field, and
x-uiwidgets on tool inputs. campaigns:read/campaigns:writescopes; Activity page.
Publisher
Marketplace publisher · app reviewed by Telenow before listing.
Your data, your keys
Secrets, carrier credentials and API keys stored AES-GCM encrypted; TLS in transit; HMAC-signed webhooks.
Strict per-organization data isolation with role-based access for every member.
Every mutating action is logged and filterable, with CSV export for your records.
In-app DLT / regulatory flows, TCPA calling windows, and org-wide Do-Not-Call enforcement.
Install Doctor CRM
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