BookMedDocumentationbookmed.org ↗

BookMed

  • What BookMed is
  • Signing in to the admin panel
  • Pages
  • Media library
  • Menus
  • Contact messages
  • Site settings and Meta verification
  • Email settings
  • Administrators

MediCRM

  • mediCRM overview
  • Signing in
  • Pipelines and stages
  • Leads and the lead card
  • Bulk changes
  • Filters and saved filters
  • Finding and merging duplicate leads
  • Inbox and channels
  • Bots (stage rules)
  • Templates
  • Calendar and tasks
  • Reports and first response time
  • Goals
  • AI assistant
  • Billing, packages and online payment
  • Workspace, access levels and sample data
  • Export your data

MediPlan

  • mediPlan overview
  • Diagnose
  • Plan
  • Clinical checks
  • Approval
  • Report and PDF
  • Price lists and currency
  • Roles and permissions

MediPlan

Approval

The approval workflow and the history.

A plan goes from Draft to Waiting for approval. An approver can approve it, or return it with a note. A returned plan can be changed and sent again.

An approved plan is locked. Reopen as draft makes it editable again. Every change is kept in the history, and the automatic note records the open warnings and who accepted them.

← Clinical checksReport and PDF →