sales CRMFeaturesA manager photographs the signed contract on a phone right next to the patient. The office reviews it and accepts it or sends it back with a comment. You see who is missing paperwork and which documents are about to expire.
Document tracking in a CRM answers one question: which patients have complete paperwork and which don't. In an inpatient facility or care home, every resident comes with a stack of papers. Without a system, a missing contract or consent form surfaces during an inspection or a dispute with the family.
Document types in 95sales CRM:
Every document is attached to the patient record, so nobody has to dig through a shared folder.
Document review in the CRM is a short loop between the manager and the office.
Every document gets a second pair of eyes. Managers see how many documents are waiting for review and who has open comments.
| Without a CRM | With documents in the CRM |
|---|---|
| Scans sit in personal phones and messengers | The photo goes straight into the patient record |
| A contract error is found a month later | The office reviews right away and leaves a comment |
| Nobody knows where the paper original is | An "original on file" flag |
| An expired power of attorney surfaces mid-dispute | Documents nearing expiry are visible |
| Documents leave with the manager | Documents belong to the company, access is role-based |
Some documents expire, such as a power of attorney. The CRM stores the end date, so you can see which documents will expire soon. That gives you time to ask a relative for a new one, instead of finding out at discharge or billing.
IDs, powers of attorney and discharge summaries are personal data, sometimes health data. In 95sales CRM, access to documents is limited by roles and permissions that the server enforces. Every action on a document goes to the audit log, and deleted items go to the trash. For staff you can turn on a watermark, block copying and printing, and require two-factor authentication. For the legal side (GDPR and local law), see the guide on medical data protection.
Managers handle documents from their phones. The CRM installs from the browser to the home screen and opens like an app. The bottom menu shows sections for the user's role, and the "+" button gives quick actions.
A typical care home admission:
| Document | When you need it | What to track in the CRM |
|---|---|---|
| Contract | At admission or start of services | Office review, original |
| Admission record | On move-in to an inpatient facility | Review, original |
| Data processing consent | Before you start handling data | Presence and original |
| Power of attorney | If a relative makes decisions | Expiry date |
| Hospital discharge summary | Before admission | Photo or scan |
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FAQ
Yes. Contracts, admission records, IDs, powers of attorney, consent forms and receipts are attached to the patient record. You upload a file or snap it with a phone camera.
No, 95sales CRM has no e-signature. Documents are signed on paper, and the CRM keeps the photo and a flag showing the original is on file.
The office reviews every uploaded document. It accepts it or leaves a comment, and the manager fixes it and uploads again.
Documents with a validity period store an end date, so expiring documents are visible in advance.
Only staff whose role allows it. The server enforces permissions, and every action on a document is logged.
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