Touches

Touches Section (CRM Module)

The Touches section is a core component of the CRM module, used to log, view, and manage all patient interactions across various channels - calls, forms, requests, and consultations. It enables clinics to track communication history, follow up on leads, and manage responses with full visibility and accountability.

Each entry (called a “Touch”) represents a recorded interaction with a patient or lead, and can include call logs, requests, messages, offers, and referral orders.

Creating a New Touch

To learn how to create a new Touch, please refer to the New Touch page in the Knowledge Base.

Touch Viewing & Management

Navigation:

Main Menu > Touches

The interface contains five main tabs, each dedicated to a specific interaction type. Also, here you can find the +Create touch button, which opens the New touch section.

1. Touches Tab

This is the central log of all recorded interactions in the system.

Columns:

• Registered At – Date and time of the touch

• Company – Associated clinic branch (if multi-site)

• Touch Type – E.g., Call, Visit, WhatsApp, Form

• Patient – Linked patient or lead

• First Touch – Indicates whether this is the first contact

• Birthdate – Patient’s date of birth

• Touch Result – Outcome of the interaction

• Patient Source – Origin (e.g., Website, Facebook, Walk-in)

• Responsible – Assigned staff member

• Call Record – Playback button if a recording is attached

Filters and Actions:

• Period Selector (Calendar)

• Patient Filter

• Service Filter

• User Filter

• Touch Result Filter

• Show Target Leads – Toggle to display leads only

• Show Comment – Toggle to display comments directly in the table

• Refresh / Reset Buttons

• Export to Excel – Download the full list in spreadsheet format

• Table search bar

2. Requests Tab

Displays inquiries submitted via website forms, integrations, or marketing channels.

Columns:

• Registered At

• First Touch / Last Touch

• Touch Result

• Client Name, Phone, E-mail

• URL – Source of request (e.g., landing page)

• Form ID

• Comment

• Action Buttons:

  • Mark as Done

  • Call

  • Create Touch

  • Send Message (e.g., pre-filled WhatsApp templates)

Filters and Actions:

• Period Selector

• Show Processed – Toggle to show/hide completed requests

• Refresh / Reset

3. Missed Calls Tab

Lists all unanswered or missed phone calls, helping staff quickly follow up.

Columns:

• Phone

• Patient

• Date

• Waiting Time

• Call Button

Filters and Actions:

• Period Selector

• Phone Search Bar

• Reset Button

4. Offers Tab (Price Offers)

Displays service offers made to patients (e.g., treatment quotes or consultation packages).

Columns:

• Registered At

• Sent At

• Employee – Who created the offer

• Patient

• Price Type

• Total Price

• Discount %

• Action Buttons: View, Open, Pay

Filters and Actions:

• Period Selector

• Employee / Patient Filters

• Touch Type Filter

• Refresh / Reset

• Table Search Bar

5. Referral Orders Tab

Tracks referrals made by or to external partners (e.g., referrers, insurers, external labs).

Columns:

• Registered At

• Type – E.g., Consultation, Imaging, External Lab

• Number – Referral number

• Referrer – Doctor or organization

• Patient

• Amount

• Shipment Number (if applicable)

• Status – E.g., Sent, Accepted, Completed

Filters and Actions:

• Period Selector

• Show Processed Toggle

• Refresh / Reset

Summary of Features