Dietitian CRM
The client's first measurement, the change in the third week and the revision made to the programme sit in separate notebooks; at the follow-up, the question "where did we start from?" is answered all over again every time.
Weight and circumference measurements are dated records on the client card, never overwritten; each revision of the nutrition programme is kept with its date; last session date is a field.
- Record each client's measurement history session by session and follow the change on a chart
- Keep the nutrition programme and its revisions version by version on the client card
- Track session packages, remaining consultation entitlement and payments from one place
- Send appointment reminders and keep the client who did not turn up on a list
- List the clients who have taken a two-week break and get in touch with them
| Measurement Records | Every measurement is a dated record tied to the client card; the weight, circumference and body analysis fields are not overwritten, and because they accumulate, the change is read from the same card. |
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| Programme and Revision | The nutrition programme is a separate record tied to the client; every revision is kept with its own date, and what changed in which programme can be seen afterwards. |
| Package and Remaining Sessions | The package is a record; the total and used sessions sit in fields, the remaining entitlement is calculated from that record, and a reminder task opens before it runs out. |
| Meal Diary | The meal form the client fills in turns into a dated record tied to the client card; at the follow-up session these records are read side by side with the measurement rows, and the programme revision rests on both. |
| List of Clients on a Break | The last session date is a field; clients who pass the threshold are gathered with a filter. You set the threshold during setup. |
In dietetics the result shows not in a single session but in the difference between sessions. When the measurements are written in one notebook, the programme in a file and the payment somewhere else, the question "where did we start from?" has to be answered again at every follow-up, and it becomes harder for the client to see their own progress.
Rapitek CRM keeps the measurement, the programme and the package under the same client record; because measurements are not overwritten, the change accumulates on the card. Since the last session date is a field, clients who have taken a break appear in a list before they are lost.
The scope of the plans and the separately priced items are written on the pricing page.
