CrystalSolutions & PraxisClinic FAQ & Forum

new features added include

Stock & Dispensary
✦
Products & Remedies tab — supplements, remedies, herbal preparations
✦
Practice Supplies tab — consumables you use but don't sell
✦
Cost price, sale price, unit, category and reorder level per product
✦
Supplier link — connects to contacts module
✦
Stock movements — purchase, sale, adjustment, write-off
✦
Products sold in session — linked directly to patient records
✦
Stock auto-updates on session save, reverses correctly on re-edit
✦
Low stock alert on welcome dashboard — amber warning at reorder level
✦
Transaction history — date filter, value totals, print / PDF

and
📄
Documents
✦
Practice Documents — contracts, policies, GDPR notices, cancellation policy
✦
Patient Documents — consent forms, insurance authorisations, GDPR sign-offs linked to patient records
✦
Document templates — reusable starting points with merge variables
✦
Merge variables — patient name, address, DOB, practitioner, practice details auto-filled
✦
Signed date tracking — consent and sign-off dates recorded and shown at a glance
✦
Print / PDF button — clean letterhead output on every document
✦
Seeded templates — Associate Contract, GDPR Privacy Notice, Consent Form, Cancellation Policy, Insurance Authorisation
✦
Access control — Admin to manage templates, Medium Level to create documents, all staff to view

and a
🔗
Patient Enquiry Widget
✦
Embeddable enquiry form — patients request appointments from your own website
✦
Direct link or iFrame embed — works on WordPress, Wix, Squarespace or any site
✦
Practice notification email — name, phone, email, preferred time and condition note
✦
Patient confirmation email — reassures enquirer the practice will be in touch
✦
Enquiries log — all submissions stored in Setup regardless of email delivery
✦
No live diary exposed — practice confirms appointments manually, stays in control
✦
Unique practice token — secure per-practice link, activate/deactivate with one toggle
✦
Email options — PHP mail, SMTP or Mailgun/SendGrid supported

--

see all features at https://soul-trade.com/cspractice/features.html