Every authorized visit used. Every drop-off caught.

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 desk numbers, the referrer records 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. A record created by the 0.1.0 kit opens without migration and keeps every field this release no longer writes. Deploy the helpers from the authoritative backend source. Pipelines and workflow drafts are optional.

One contact-linked record is one patient relationship. It holds the patient label, an age band label, the referrer it names, a plain program label the clinic types, the authorized, attended and booked visit counts, the authorization end date, the last attended visit date, contact attempts and the last contact date, the drop-off, discharge, review request and wellness interest states, the preferred contact window and an editable front desk checklist. Referrers are their own relationship records, kept with the clinic's two recorded numbers under a server-owned revision.

This is a front-desk and referral relationship record, not a medical record. It is not a HIPAA compliance product, it is not an EHR, EMR or practice management system, and installing it does not make a clinic HIPAA compliant. Do not use it to store protected health information. It never stores diagnoses, injuries, body regions, surgeries, pain scores, range-of-motion or strength measurements, goals, exercises or home programs, clinical notes, medications, referral diagnoses or codes, insurance member, policy or authorization numbers, government identifiers or dates of birth. The authorized visit count and the authorization end date are recorded numbers only, the age band is a label, and the program label is a plain label the clinic types. The shared model refuses text that looks clinical in every field, on the server as well as in the browser, while accepting ordinary front-desk phrases such as "Call back after 4" and "7 of 12 used". Treat that as a guard against accidental entry rather than a guarantee. Clinical records stay in the clinic's own system, and the kit gives no medical or rehabilitation advice. There is no EHR or EMR integration, no practice management integration, no clinical documentation or outcome measures, no insurance verification, authorization submission, claims or billing, no scheduling engine, no automated reminders or patient messaging, no patient portal and no payments. A booked count is a number the front desk typed: it reserves no room, holds no time and creates no calendar entry.

Four optional pipeline templates and nine inactive workflow drafts. 18 fictional in-memory patient records.

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.