Option 3
Client Portal + Operations CRM
Welcome back
Alex Chen
Your care team, documents, appointments, secure messages, and status updates are connected in one branded client portal.
Next appointment
Dr. Lee, Apr 30, 2:00 PM
SMS and email reminder automation is queued.
Trust state
Encrypted document vault
Access, uploads, and messages are audit-ready for regulated operations.
Case Status
Submitted
Client intake received
Under Review
Care team verified eligibility
Active Treatment
Plan is progressing as expected
Completed
Outcome package pending
Documents
Drag and drop files here or click to browse.
Securely upload records, contracts, forms, intake packets, and insurance documents.
Secure Communications
Dr. Lee 11:30 AM
Your latest test results look good. I updated your care pathway.
Alex Chen 11:44 AM
Thanks, Dr. Lee. I uploaded the referral letter.
Client checklist
Internal CRM connection
Portal uploads, messages, appointment confirmations, checklist state, and status timeline events are shown here as a connected operating layer. In production, this would sync to contacts, activities, calls, documents, and appointment records.