Every new patient welcomed. Every annual visit recalled.

Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original backend helpers are required for connected record creation, edits, the recorded stalled-step threshold, the referral source list and resource setup. They preserve native account permissions, unrelated custom fields and row history, check revisions before saving, and run the clinical guard before anything is written. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional, and none of them contains a messaging node.

One contact-linked record is one patient relationship. It holds the patient label, an age band label, the preferred contact window, the referral source, the relationship state, the intake step and the date it was entered, recalls as category labels with their due month and contact attempts, follow-up calls with a category label and a due date, and an editable front desk checklist. Referral sources are workspace records with their own revision guard, because a referring office is not a patient.

This is a front-desk and relationship workspace, not a medical record. It is not a HIPAA compliance product and does not make a practice HIPAA compliant. It is not an EHR, EMR or practice management system. It never stores diagnoses, symptoms, reasons for visit, medications, doses, allergies, vitals, test results, medical history, insurance member or policy numbers, government identifiers or dates of birth; age is a band label at most and visit types are category labels only. The shared model refuses text that looks like a dose, a blood pressure reading, an ICD-10 style code, clinical vocabulary or an insurance member identifier in every field, on the server as well as in the browser. Treat that as a guard against accidental entry rather than a guarantee. Clinical records stay in the practice's own clinical system, and the kit gives no medical advice. Your practice decides what it records in its CRM and is responsible for its own privacy, security and regulatory obligations. There is no clinical system integration, no insurance or billing, no scheduling engine, no automated reminders or patient messaging, no patient portal, no telehealth and no payments. Recording a recall does not contact anyone and does not book anything, and the recorded fee reference is a number the practice keeps for itself.

Four optional pipeline templates and nine inactive workflow drafts. 16 fictional in-memory patient relationships.

Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.