Comprehensive Medical Management System
Budget: $30 – $250 USD
1. User Definition and Permissions
The system will support 3 main types of users:
Admin (the therapist/manager): Full access to all data, diary, finances, medical files and content editing.
Registered patient: Access to personal area, viewing medical file, booking appointments, purchasing products.
Casual customer / organization (B2B): Access to content pages, store and business lead forms (without exposure to medical information).
2. Appointment scheduling and filtering module ("The Gatekeeper")
This is the main feature that differentiates the system from regular websites.
2.1 User Flow
Service selection: The user selects a type of treatment from the service catalog.
Dynamic questionnaire: The system displays a medical questionnaire that changes depending on the selected complaint (Logic Jump).
File upload: Documents (PDF/JPG) must be uploaded – blood tests, photographs, doctor's summaries.
Seriousness fee payment: (Optional) Charge a symbolic amount or reserve credit for security before sending the request.
Waiting status: The request moves to the status "Awaiting medical approval".
2.2 AI analysis (Backend)
OCR & Analysis: The system will use a language model API (such as OpenAI/Claude or a dedicated solution) to read the text from the medical documents.
Generating a report for the therapist: The system will generate an automatic summary for the therapist that includes:
Abnormal indicators (highlighted in red).
Relevant medical history.
Initial recommendation (is the case suitable for treatment in the clinic?).
2.3 Manual approval
The therapist receives an alert, reviews the AI report and documents.
Approval: A final approval + appointment for the diary is sent to the patient.
Rejection: A reasoned message is sent (template ready) and a refund is provided if necessary.
3. Patient Portal
A secure interface that centralizes all treatment information.
3.1 Key Features
Health Dashboard: Progress graph (e.g., pain scale over time), appointment history.
Treatment Plan (Prescriptions): Area where the therapist assigns "homework":
Video: Embedding personalized private videos (Vimeo/YouTube Unlisted) (e.g., breathing exercises).
Nutrition: Menus and recipes.
Performance Tracking: The patient can mark V on tasks completed. The therapist sees the percentage of completion in his dashboard.
Documents: Possibility to upload new tests after the first treatment.
4. Online Store (E-commerce)
A complete sales system embedded within the site (not an external link).
4.1 Catalog and Products
Category management (supplements, oils, equipment).
Inventory Management: Support for physical inventory (existing in the clinic) and dropshipping products.
Smart recommendations: The therapist can mark specific products for a particular patient in the Back Office ("Recommended for you by the therapist"), which will appear at the top of the store.
4.2 Shopping cart and payment (Checkout)
A unified cart for products and payment for treatments.
Option to redeem coupons.
Calculation of shipping fees or self-collection from the clinic.
5. Finance and billing
A closed system to prevent revenue leakage and save management time.
5.1 Integrations
Gateway: Full connection to an Israeli clearing company (Meshulam / Cardcom / Yaad). Support for regular payments, standing orders (for treatment series) and cancellations.
Invoices: API connection to the accounting system (iCount / Green Invoice). Automatic generation of a tax invoice/receipt as soon as the payment is approved and sent to the customer's email.
5.2 Cancellation policy
Automatic mechanism for charging cancellation fees if the patient cancels an appointment Less than 24 hours before the deadline (subject to the Consumer Protection Law).
6. Knowledge and Research Center (CMS)
A content management system to establish professional authority.
Article structure: title, content, images, and a dedicated block for "sources and studies" (academic presentation of references).
Connectivity: Ability to link within an article to a product in the store ("Buy the supplement mentioned in the article") or to a relevant treatment.
SEO: Dedicated fields for Google promotion (Meta Title, Description) on each page.
7. Business Department (B2B)
A separate area on the site intended for employers.
Marketing landing pages (One-pager) for employee committee services.
Photo gallery from events.
Advanced contact form (select budget, number of employees, deadline).
8. Notifications and communication system (Notifications)
Full automation of communication with the patient.
Channels: SMS, WhatsApp (via official API), email.
Triggers:
Register for the site / reset password.
Approval / rejection of an appointment by the therapist.
Reminder 24 hours and 2 hours before the appointment.
"New task received in the medical file".
Satisfaction survey (day after treatment).
Cart abandonment in the store.
9. Non-Functional Requirements
9.1 Information security and privacy (Critical)
Encryption: All medical documents will be stored on an encrypted server (Encryption at Rest).
Secure communication: Use of strict SSL / TLS protocol.
Backups: Automatic daily backup to a separate server.
Compliance: Compliance with the Israeli Privacy Protection Law (database registration if required).
9.2 Accessibility
Compliance with the 5568 standard at AA level.
Adaptation to screen readers, keyboard navigation, color contrast.
Floating accessibility plugin.
9.3 Performance
Page load time: under 2 seconds.
Image optimization (WebP) and caching.
10. Technology recommendation (Tech Stack)
To balance development cost with flexibility:
Base system: WordPress (due to the powerful CMS capabilities).
Store: WooCommerce (customized).
Custom development:
Development of a dedicated plugin for managing medical records (do not use generic plugins to maintain security).
Integration with AI and the scheduling system.
Server: Strong and secure VPS server (not cheap shared) in Israel or Europe.V
The system will support 3 main types of users:
Admin (the therapist/manager): Full access to all data, diary, finances, medical files and content editing.
Registered patient: Access to personal area, viewing medical file, booking appointments, purchasing products.
Casual customer / organization (B2B): Access to content pages, store and business lead forms (without exposure to medical information).
2. Appointment scheduling and filtering module ("The Gatekeeper")
This is the main feature that differentiates the system from regular websites.
2.1 User Flow
Service selection: The user selects a type of treatment from the service catalog.
Dynamic questionnaire: The system displays a medical questionnaire that changes depending on the selected complaint (Logic Jump).
File upload: Documents (PDF/JPG) must be uploaded – blood tests, photographs, doctor's summaries.
Seriousness fee payment: (Optional) Charge a symbolic amount or reserve credit for security before sending the request.
Waiting status: The request moves to the status "Awaiting medical approval".
2.2 AI analysis (Backend)
OCR & Analysis: The system will use a language model API (such as OpenAI/Claude or a dedicated solution) to read the text from the medical documents.
Generating a report for the therapist: The system will generate an automatic summary for the therapist that includes:
Abnormal indicators (highlighted in red).
Relevant medical history.
Initial recommendation (is the case suitable for treatment in the clinic?).
2.3 Manual approval
The therapist receives an alert, reviews the AI report and documents.
Approval: A final approval + appointment for the diary is sent to the patient.
Rejection: A reasoned message is sent (template ready) and a refund is provided if necessary.
3. Patient Portal
A secure interface that centralizes all treatment information.
3.1 Key Features
Health Dashboard: Progress graph (e.g., pain scale over time), appointment history.
Treatment Plan (Prescriptions): Area where the therapist assigns "homework":
Video: Embedding personalized private videos (Vimeo/YouTube Unlisted) (e.g., breathing exercises).
Nutrition: Menus and recipes.
Performance Tracking: The patient can mark V on tasks completed. The therapist sees the percentage of completion in his dashboard.
Documents: Possibility to upload new tests after the first treatment.
4. Online Store (E-commerce)
A complete sales system embedded within the site (not an external link).
4.1 Catalog and Products
Category management (supplements, oils, equipment).
Inventory Management: Support for physical inventory (existing in the clinic) and dropshipping products.
Smart recommendations: The therapist can mark specific products for a particular patient in the Back Office ("Recommended for you by the therapist"), which will appear at the top of the store.
4.2 Shopping cart and payment (Checkout)
A unified cart for products and payment for treatments.
Option to redeem coupons.
Calculation of shipping fees or self-collection from the clinic.
5. Finance and billing
A closed system to prevent revenue leakage and save management time.
5.1 Integrations
Gateway: Full connection to an Israeli clearing company (Meshulam / Cardcom / Yaad). Support for regular payments, standing orders (for treatment series) and cancellations.
Invoices: API connection to the accounting system (iCount / Green Invoice). Automatic generation of a tax invoice/receipt as soon as the payment is approved and sent to the customer's email.
5.2 Cancellation policy
Automatic mechanism for charging cancellation fees if the patient cancels an appointment Less than 24 hours before the deadline (subject to the Consumer Protection Law).
6. Knowledge and Research Center (CMS)
A content management system to establish professional authority.
Article structure: title, content, images, and a dedicated block for "sources and studies" (academic presentation of references).
Connectivity: Ability to link within an article to a product in the store ("Buy the supplement mentioned in the article") or to a relevant treatment.
SEO: Dedicated fields for Google promotion (Meta Title, Description) on each page.
7. Business Department (B2B)
A separate area on the site intended for employers.
Marketing landing pages (One-pager) for employee committee services.
Photo gallery from events.
Advanced contact form (select budget, number of employees, deadline).
8. Notifications and communication system (Notifications)
Full automation of communication with the patient.
Channels: SMS, WhatsApp (via official API), email.
Triggers:
Register for the site / reset password.
Approval / rejection of an appointment by the therapist.
Reminder 24 hours and 2 hours before the appointment.
"New task received in the medical file".
Satisfaction survey (day after treatment).
Cart abandonment in the store.
9. Non-Functional Requirements
9.1 Information security and privacy (Critical)
Encryption: All medical documents will be stored on an encrypted server (Encryption at Rest).
Secure communication: Use of strict SSL / TLS protocol.
Backups: Automatic daily backup to a separate server.
Compliance: Compliance with the Israeli Privacy Protection Law (database registration if required).
9.2 Accessibility
Compliance with the 5568 standard at AA level.
Adaptation to screen readers, keyboard navigation, color contrast.
Floating accessibility plugin.
9.3 Performance
Page load time: under 2 seconds.
Image optimization (WebP) and caching.
10. Technology recommendation (Tech Stack)
To balance development cost with flexibility:
Base system: WordPress (due to the powerful CMS capabilities).
Store: WooCommerce (customized).
Custom development:
Development of a dedicated plugin for managing medical records (do not use generic plugins to maintain security).
Integration with AI and the scheduling system.
Server: Strong and secure VPS server (not cheap shared) in Israel or Europe.V