DOCS MED CRM

DOCS MED

MEDICAL BILLING CRM

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One-time setup

🔒 Set Up Google Authenticator

Welcome ! Set up once — works on all devices forever.

Open Google Authenticator on your phone

Tap + then Scan a QR code

Scan the QR code below

Enter the 6-digit code from the app

Or enter this key manually:

6-digit code from Google Authenticator

Two-factor authentication

🔒 Authenticator Code

Open Google Authenticator and enter the code for

Code refreshes every 30 seconds.

6-digit code

🔔

🔔 Follow-up

Date

Leave blank to mark as Pending.

Note (optional)

Add New Lead

Full name *

Status

Specialty

Reference

Company

📞 Phone

✉ Email

Last contact

Next step

Notes

▼ Change Status

📈 Team Dashboard

👥 Manage Users

Add New User

Display name

Username

Password (8+ chars)

Role

📋 Daily Activity Report

📅

📞 Calls Made

💬 Messages Sent

✉ Emails Sent

📋 Meetings Set

Notes (optional)

👥 Assign Lead

Assign To

💰 Monthly Closings

Add Closing

Client Name

Revenue ($)

Notes (optional)

📅 Meeting Dashboard Export

Export all meetings from lead timelines as a formatted Excel file — one sheet per team member, organized by month.

From Month

To Month

Team Member

Preview

Select options above to preview.

🤝 Meeting Log

+ Log a Meeting

Client Name *

Specialty

Meeting Date *

Meeting Time

Outcome

Proposal Sent?

Proposal Amount ($)

Notes

✍ Update Meeting Log

Client Name *

Specialty

Meeting Date *

Meeting Time

Outcome

Proposal Sent?

Proposal Amount ($)

Notes

🖶 Meeting Report

MONTH

SELECT MEMBERS TO INCLUDE

🖶 Print Closings Report

Select a month range to include in the printed report.

From Month

To Month

Team Member

Select range above to preview.