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Shamim Foundation CRM replaces paper registers and scattered spreadsheets with one patient management system. Staff add patients, record admission and discharge dates, readmit returning patients and export records to Excel.
Shamim Foundation CRM is a patient management system for a charitable foundation. It replaces paper registers and shared spreadsheets with one searchable patient register that records each patient's contact and WhatsApp numbers, status, admission and discharge dates, notes and medical cost.
Staff add patients, discharge them and readmit returning patients with single actions, search by name, filter by current, discharged or past status and export the register to Excel for reports and donor updates.
If you are looking for NGO management software, a patient management system, or a custom healthcare CRM for a foundation or trust, this case study shows how a simple, focused system can improve record keeping.
A foundation that supports patients needs to know who is currently admitted, who was discharged and when, and how to reach each person. Paper registers and shared spreadsheets make that slow to search and easy to get wrong.
Accurate records help a foundation report to its donors and care for returning patients. Staff needed something simple enough to use every day and structured enough to trust.
The CRM centres on a patient register with a running ID, entry date, contact and WhatsApp numbers, status, admission and discharge dates, notes and medical cost. Buttons for adding, discharging and readmitting patients match how staff actually work.
Each patient gets a numbered record with date, contact, WhatsApp number, status and notes.
Record admission and discharge dates so current, discharged and past patients are always clear.
One-click actions for the three things staff do most.
Find a patient by name and filter the register by current, discharged or past.
Export the register to Excel for reports and donor updates.
An overview screen alongside the patient list for a quick picture of activity.
Each patient moves through a small set of states, and the system records every change.
New record created with contact and admission date
Status shows the patient is admitted
Staff add notes and medical cost details
Discharge date captured and status updated
Returning patients are readmitted, not re-entered
Register exported for reporting
One structured register replaces scattered files.
Searching, discharging and readmitting takes a click instead of a manual edit.
Excel export makes monthly and donor reporting straightforward.
Readmission keeps a patient history together.
Access is restricted to authorised staff behind a login.
Discharge and readmission are separate actions on the same patient record, so a patient's full history is never overwritten.
Learned how the foundation registers, discharges and reports on patients today.
Designed the patient record and its statuses.
Implemented the register, actions, search, filters and Excel export.
Trained staff and refined the screens from their feedback.
Shamim Foundation staff manage patient admissions from a single searchable register.
It is a simple system to register patients, track admission and discharge, keep contact details and notes, and export records for reporting.
Yes. A readmit action reopens the existing patient record so history is preserved.
Yes. The patient register can be exported to Excel for monthly reports and donor updates.
The portal is login-protected for authorised staff, and we design access carefully for sensitive records.
CMS and CRM platform for an online MBA and online degree aggregator: university, course and blog content managed without code, admission enquiries captured and tracked.
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