We run a small non-profit and need a system to manage our clients. The EMR has what we are looking for, except that it’s geared for medical use. We need a system that we can schedule clients, assign them to one of our volunteers, open clients records, add/update notes, have client access and upload their documents, and update the client’s status (new, assisting, no longer needs, closed, etc.)
Is there a way to modify EMR to accomplish this? I am not a programmer/coder.
Howdy Tazmanboo,
Sounds like you need a CRM (Customer Relationship Management) program.
Check out espoCRM which is open source and very flexible and full featured.
espoCRM Website.
Good luck!
Thank you, I will give it a try.
Try the demo:
You could always call your clients patients, no?
I did try the demo and loved it. I would love to be able to use it through our shared hosting and be able to make the changes.
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SuiteCRM is what I’ve often used in the past for CRMs. OpenEMR isn’t geared to be a CRM.