Every recall kept. Every order tracked.

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 reorder window 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.

One contact-linked record is one patient relationship. It holds the patient label, an age band label, the preferred contact window, the recall category, the recall interval in whole weeks, the next recall week start, whether the recall is booked, the contact attempts and last contact date, custom orders with their office label, lab label, step and dates, retail supply reminders and an editable front desk checklist.

This is a front desk and custom order 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 practice HIPAA compliant. Do not use it to store protected health information. It never stores diagnoses, conditions, anatomy or side references, wound or nail descriptions, diabetic status or risk categories, gait or pressure findings, device specifications, casts or scans, a shoe size as a clinical measurement, medications, medical history, insurance member or policy numbers, authorization numbers, government identifiers or dates of birth. The shared model refuses free text that reads like one of those in every field, on the server as well as in the browser, and names the rule it matched; ordinary front desk phrases and retail product labels are accepted. Treat that as a guard against accidental entry rather than a guarantee. Clinical records stay in the practice's own system, and the kit gives no medical or footwear advice. The practice is responsible for its own compliance and for whatever it chooses to record in its CRM. There is no practice management integration, no clinical or device record, no lab ordering integration, no insurance, authorization or billing, no scheduling engine, no automated reminders or patient messaging, no patient portal and no payments.

Four optional pipeline templates and nine inactive workflow drafts. 18 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.