TECHNICAL SPECIFICATION FOR

TELECLINIC CRM
The Application will have 3 user roles:
Manager: This user will have all the rights/priviledges which
includes: Create user, view users, modify user, delete user, e.t.c
Supervisor: This user can create, modify and delete user but
requires a second level approval from the manager to complete
the operation.
Agent: This user is responsible for collecting patients data which
with the following fields:
Field Name
1. Title
2. Firstname
3. Lastname
4. Age
5. Sex
6. Ethnicity / religion
7. Location
8. Occupation / occupational history
9. Previous source of health care
10. Main presenting complaint / problem
11. History of presenting complaint /
problem
12. Other complaint
13. Medical history / past or present
(including allergies)
14. Treatment
history
including
investigations
15. Past hospitalization (reason and date) /
surgical (type and date) history including

Field Type
Dropdown Menu1
Text Field2
Text Field3
Text Field4
Dropdown Menu5
6Dropdown Menu
7Dropdown Menu
8Dropdown Menu
9Text Field
10Dropdown Menu
11Text Field
12Text Field
13Text Field
14Text Field
15Text Field

transfusion
16. Immunization history
17. Family history
18. Social history
19. Direct review of systems not covered by
presenting complaint / problem
i.)
Head and Neck
ii.) Neurological
iii.) Respiratory
iv.) Cardiovascular
v.) Gastro-intestinal
vi.) Endocrinology
vii.) Hemato - lymphatic
viii.) Obs - Gynae.
ix.) Genito - urinary
x.) Musculo skeletal
xi.) Dermatological
xii.) Psychological
20. General perception of self (great / good /
average / bad / poor)
21. How did you hear about us?
22. Additional notes / explanation
23. Differential diagnosis
24. Provisional diagnosis
25. Plan
26. Further recommendations
27. Follow-up
strategies
(preventive
/
curative)

16Text Field
17Text Field
18Text Field
19Check Box(with a text
area after selection)

20Dropdown
21Text
22Text
23Text
24Text
25Text
26Text
27Text

Field
Field
Field
Field
Field
Field
Field

OPERATIONS:
Here are some additional fields:
Phone Number: This field will be captured automatically when a
patient calls.

Assigned to: The crm will capture the name of agent who took
the call.
Ticket id: This is a unique number generated automatically when
a call is saved, it is also used to follow up calls.
Follow-up reminder(in days, months, years): this field will
determine when the agent will be notified to follow up with his/her
patient.
Call Type: This field will contain the following ; Genuine
Complaints, Hoax Calls and Test Calls. The data on the above
table are recoreded as genuine complaints.

REPORTS PAGE: this page will display the number of people who
suffers a particular illness based on location and age. This will
also be represented in a pie-chart.
Records: this page will display the logged calls by the agent.