Q: Use case Healthcare

Hi, I run an online Speech Therapy service. All my team work from home, and see clients via Zoom. I use a Dolibarr instance currently and this looks like a good alternative/upgrade to what we currently have. What I can't do currently, but would LOVE to do is to allow clients view their bills, AND homework from our therapists (basically they email people pdfs, pictures, etc at present). From reading the client portal page on your site, it seems that a user could add files to a particular client which is great. My question is, can we add case notes to each client and keep them private from the portal? (Currently we use Dolibarr's PROJECT function to keep case notes. Would adding a project to a client allow us keep confidential notes?) Thanks, Joe.

jmorrisSep 3, 2024
Founder Team
Mike_SuiteDash

Mike_SuiteDash

Sep 3, 2024

A: Hi there,

Yes, you can absolutely share files to a particular Client.

Yes, you can absolutely create Notes RE: each Client and even designate the privacy level of each Note.

It's hard for me to give you a full spectrum answer with just this small amount of information, but I can say that what you're trying to accomplish is exactly what we built (and continue to build) this product to do. Private and secure interactions with specific clients in a way that is powerful and flexible enough to fit the needs about almost any business.

In my estimation, you will definitely find a way forward that works for you.

Hope that helps :)

Mike

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Posted: Sep 4, 2024

Thank you Mike. Just bought some codes there now. 500GB MAY be enough for us, but can I just buy storage as I grow? I'm unlikely to exceed the 20 staff - but you never know! - but I can see us needing extra storage within a short while. Thanks, Joe.

Founder
Posted: Sep 4, 2024

Hi there,

You have the following options for "Post-Campaign Upgrades"

- Post campaign upgrade: One time payment of $199 for 100 GB additional storage
- Post campaign upgrade: One time payment of $199 for 5 additional Staff

Thanks!

Mike