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CrystalSolutions & Praxisclinic are now trial released with new treatment & project planning areas for each patient and Multi Practitioner/Location completely redesigned for Intranet setup accessible from a browser

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New features added

Started by admin, Today at 11:18:04 AM

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admin

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

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