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Documentation Index

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The CRM module is FemeSalud’s patient retention and re-engagement tool. It gives clinicians a fast way to reach out to patients directly from the platform — whether that means sending a single personalized WhatsApp message or assembling a bulk broadcast list for practice-wide campaigns. Outreach can target specific patient segments using status filters or free-text search, keeping communications relevant and reducing unnecessary noise.

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Accessing the Module

Navigate to CRM in the sidebar. The module is available to users with either the admin or doctor role — no special permissions beyond a valid authenticated session are required. The page title reads CRM y Fidelización.

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Patient List

The CRM table is powered by usePaginatedPatients() and displays 20 patients per page. Each row shows:
  • Paciente — the patient’s full name
  • Contacto — phone number, or Sin teléfono if none is recorded
  • Estado — current patient status rendered as a pill badge
  • Acción Rápida — a direct WhatsApp send button for that individual row

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Search and Filter

Search by name

Type in the search box to filter the list by patient name in real time. The query is debounced and passed to usePaginatedPatients() as the search parameter.

Filter by status

Use the status dropdown to narrow results to a specific patient segment. Available values match the status column of the patients table.
The four filterable statuses are:
ValueLabel
nuevoNuevos
activoActivos
en_tratamientoEn tratamiento
altaDe Alta
Selecting Todos los estados (the default) removes the status filter and returns all patients matching the search query.

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Selecting Patients

  • Single row: Click anywhere on a row (outside the quick-action button) to toggle selection. A selected row highlights and its checkbox changes to a filled state.
  • Select all on page: Click the checkbox in the table header to select every patient currently visible. Clicking it again deselects all.
  • The bulk action button in the toolbar shows a live count: Generar Lista de Difusión (N) when more than one patient is selected, or Enviar Mensaje when exactly one is selected.

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Sending Messages

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Single Patient

When exactly one patient with a phone number is selected, clicking the action button — or the Send icon in that patient’s row — opens a new browser tab with a pre-filled WhatsApp link: 
https://wa.me/{cleanPhone}?text=Hola {full_name}, le escribimos de FemeSalud...
The phone number is sanitized by stripping all non-digit characters before constructing the URL, ensuring the wa.me deep-link format is always valid.

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Bulk Campaign (Multiple Patients)

When two or more patients are selected, clicking Generar Lista de Difusión copies a comma-separated list of sanitized phone numbers to the clipboard and shows a success toast:
“Números copiados al portapapeles. Pégalos en WhatsApp Business para crear tu lista de difusión.”
Only patients that have a phone number recorded are included — patients without a phone are silently skipped.
Paste the copied numbers into WhatsApp Business → New Broadcast to reach all selected patients at once. WhatsApp Business allows up to 256 recipients per broadcast list.
Patients without a recorded phone number are skipped during bulk outreach. The phone column will display Sin teléfono in the CRM table. Make sure to collect phone numbers when registering new patients to maximize campaign reach.

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WhatsApp Reminders from Dashboard and Agenda

Beyond the CRM module, FemeSalud embeds appointment reminder shortcuts directly in the Dashboard and Agenda views. Each upcoming appointment card has a MessageCircle button that opens a pre-filled WhatsApp message addressed to the patient: 
Hola *{name}*, le escribimos de *FemeSalud* para recordarle su cita médica el día *{date}* a las *{time}* con *{doctor}*. Por favor, confirme su asistencia respondiendo a este mensaje. ¡Que tenga un excelente día!
The placeholders are substituted with the patient’s name, the appointment date and time, and the assigned doctor’s name before the wa.me link is constructed. This allows any doctor to send a personalized reminder in one click without leaving the scheduling interface.

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Limitations

Before sending any marketing or outreach messages, ensure your practice complies with applicable privacy regulations — including GDPR if you operate in or serve patients from the European Economic Area, and any local Venezuelan data-protection laws. Patients should have provided explicit consent to receive WhatsApp communications from your practice.
LimitationDetail
wa.me supports one recipientIndividual WhatsApp links only open a chat with a single contact. For more than one recipient, use the copy-to-clipboard broadcast list approach.
Broadcast lists require WhatsApp BusinessThe clipboard numbers must be pasted into WhatsApp Business. Standard WhatsApp does not support broadcast lists.
256-recipient capWhatsApp Business broadcast lists are capped at 256 recipients per list. For larger campaigns, split the selection across multiple pages.
No delivery receiptsFemeSalud does not track whether messages were delivered or read. Delivery confirmation must be checked inside WhatsApp Business directly.

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