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Need an installable portal created. Must be able to be installed on multiple websites, via subdomain or subfolder.
For the features of the portal - please fill in the form here --> http://marioalmanza.com/
Use a dummy phone number when filling in that form as it is a live site.
What you see is a leadgen/patient funnel. The patient funnel/portal has to be modular so that it can be installed and branded for any medical profession.
Important features to include on the "patient" side are: Personal Details (name, address, phone number), Medical History Survey - with online tracking of completion or non completion, Procedure Cost Quote (modifiable and set by admin on a per case basis), Deposit Quote (modifiable and set by admin on a per case basis), Payments Made Log, Communication Area for submitting questions to doctor, Calendar area for selecting a surgery or appointment date - has to allow the ability on the admin side to set dates as unavailable.
Basically everything you see in the patient login area with the details you receive after filling in the form at the url http://marioalmanza.com/
On the admin side of the portal - require a dashboard with management overview of all the features included on the patient side. Ability to edit quotes for procedure, assign a doctor/location, View payment statuses, view medical history form completion/submission, view status of all leads - incoming(new), contacted(phone or email) etc., Calendar modification area to mark off dates as unavailable, or approve dates requested.
Must have an email integration area that connects with the communication area on the patient side. An email system that allows selection of templates to be sent - with scheduling options available if possible similar to autoresponder series.
Overall Branding required, Just a header with banner space and logo space is fine.