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  Public Ticket #3629224
Integration of Document Management Features into Amelia Customer Panel
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  •  1
    Ilona Hanna Szőcs started the conversation

    Dear Amelia Support Team,

    I am considering integrating the Amelia booking system into a medical practice website and have a specific functionality query. I'm interested in enhancing the customer panel to include a tab for managing medical documents. Ideally, this would allow patients to view their medical records, such as PDFs, directly within their appointment interface.

    Could you please advise if it's possible to integrate a feature where documents can be uploaded to a cloud service like Google Drive, with links made accessible within the customer panel? Alternatively, is there a possibility to integrate Amelia with a CRM system that supports document management?

    Thank you for your assistance!

    Best regards,

    Attached files:  customer panel.jpg

  •   Marko replied privately
  •  1
    Ilona Hanna Szőcs replied

    Hello Marko,

    Thank you very much for your answer, and recommendation.
    I will discuss about this with the client.

    Have a nice day,
    Hanna 

  •  1,564
    Marko replied

    Hello again,

    You are most welcome we try to help as best as we can but some features are not built in and there is no way to achieve them with the current built-in Amelia features.

    Should you have any further inquiries, we kindly request that you open separate tickets for each question and we will gladly help you there.

    We wish you all the best and hope you have a wonderful day ahead. 


    Kind Regards, 

    Marko Davidovic
    [email protected]

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