• Hi there

    I’m looking for a client management plugin where I can do the following:

    1. Creat a client profile when a client books with me the first time.
    2. Keep a list of all the client info and prescribed remedies I gave.
    3. Pull up their account during each session and add information from that session.
    4. Ability to create my own fields such as medical history, family history, diet, etc.

    Is there a plugin that can manage this for me? Preferably free, but paid if nothing else.

    Kind regards
    Devon

    • This topic was modified 6 years, 2 months ago by Jan Dembowski. Reason: Moved to Fixing WordPress, this is not an Everything else WordPress topic
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  • While you are of course very welcome to ask for plugin recommendations in these forums, it is important to point out the following:

    – The more specific your requirements are, the less likely it is that you will receive recommendations here.
    There are a number of plugins in the official ww.wp.xz.cn repository that allow for the creation and maintenance of user profiles. You can have a look at some here:
    https://ww.wp.xz.cn/plugins/search/community+profile/
    – I feel I should strongly caution you to obtain legal advice from a licensed professional in the relevant jurisdiction(s) and to strongly consider hiring a developer to do custom development for you.
    Medical information is considered sensitive in virtually every jurisdiction and none of the free plugins in the ww.wp.xz.cn repository have been specifically designed to deal with such types of strictly confidential information.

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The topic ‘Client Management System Plugin’ is closed to new replies.