04-20-2009 07:31 PM
I have a friend who bought Act! and wants me to set it up for him. He is a chiropractor and wants to use Act! to keep track of patient conditions and treatment. ie entering the symptoms, treatments, progress of each patient and being able to do a search to find all patients with back problems or neck problems, etc. At first I said Act! is not intended for that use, but then I noticed it said on the box "Customer Manager" and "Customize to fit your Business Needs" so maybe it is not unheard of to use it like this. I know there are (very expensive) programs designed specifically for that use, but he want to use Act! for its contact management capabilities also.
So my question is, is it feasible to use Act! like this, and is there any "customization" I should do when setting it up for him?
04-21-2009 10:23 AM
04-25-2009 03:27 PM
04-25-2009 03:47 PM
I'm open to that. He is not real clear yet on what he wants to do. I just left him a message to try to get more info from him on exactly what he wants to track.
So far he has said he wants to be able to enter information on the condition that a patient is being treated for, as well as what treatments he has tried for them. So I guess for that he will need two custom fields, or custom tabs on the bottom of the Contact View. Then he wants to be able to search all his patients for both of those parameters, and track progress.
04-25-2009 04:34 PM