Doctor eleks - CRM for medical institutions. Helps automate work with patients (consultation, appointment), as well as improve clinic management and simplify administrative processes.

When answering a call in the CRM, a pop-up window appears with customer information (name and number).

When clicking on the green checkmark, the "Communication Form" will open. In this window, you have the option to create a new patient card if it wasn't created earlier.

Alternatively, you can go to an already created card:

With the integration enabled, it is possible to make an outgoing call from the Doctor Eleks interface. To do this, select a patient using the search function:

Click the "Make call" button:

In the opened communication form window, click on the phone number at the bottom of the window:

First, an incoming call will be initiated to your SIP account, after accepting which a call to the client will be made.

After the call ends, information about it will be saved in the "communication" section of the patient's card.

It is also possible to open the audio recording of the call. To do this, select the call and click on the "Open call recording" button:

After this, a new tab will open in the browser with the call recording.

You can also see all the operator's calls for the day in the "Communication" section on the system's side panel:

In the communication history, outgoing calls will be saved only if they were initiated from the Doctor Eleks interface. If you dial a number directly in the softphone, the call will not be displayed in the "communication" section.

You can generate a report on operator calls within the CRM system itself.

You can find the report in the "Reception" workspace by clicking on the "Reports" item:

The report itself looks like this:

It is possible to generate a report for a specific time period and for one or several operators.

The report contains the following information about the call: