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CRM Kits Audiology and hearing care

GoSeedly Audiology & Hearing Kit

Every trial followed.
Every follow-up kept.

A trial countdown board where each device trial is a thin bar cut into its recorded length in days, filled to today, ticked at every follow-up appointment and counted down to the day the patient decides. Tone keeps the front desk work in one connected workspace and leaves hearing test results in the practice’s own system.

Checking access…See the interface
One-time purchase · USD · Your Seedly backend · Editable kit source

YOUR TONE FRONT DESK

01 — DESK
Ink-teal trial countdown board with per-day track bars, follow-up tick shapes and a supply reorder column using fictional sample data

Actual interface captures with fictional sample data. Open a screenshot for a closer look.

TAKE A CLOSER LOOK

Built around the one deadline the desk does not choose.

One connected workspace, with views built around the decisions your team makes each day.

Desk in the GoSeedly Audiology & Hearing Kit with fictional sample records01 / Desk

The countdown board, soonest deadline first.

One row per recorded trial. The bar is cut into the recorded trial length in days and filled to today, with a tick at every follow-up day: a filled square for kept, a hollow circle for booked, a filled diamond for missed. The days remaining sit beside it as a tabular number, and a narrow column lists the supply reorders due inside the recorded window.

Patients in the GoSeedly Audiology & Hearing Kit with fictional sample records02 / Patients

One line for every relationship.

Review the age band label, the preferred contact window, the companion contact, the trials on the board, the soonest days remaining, the follow-ups due this week, the annual check recall and the derived desk state.

Trials in the GoSeedly Audiology & Hearing Kit with fictional sample records03 / Trials

Every trial, counted down to its decision day.

The same board above a ledger of every recorded trial: the product label and inventory identifier, the start and end dates, the trial day, the days remaining, each follow-up day with its state, the decision, the contact attempts and the recorded reference amount.

Fitting follow-ups in the GoSeedly Audiology & Hearing Kit with fictional sample records04 / Fitting follow-ups

Clear the week, then chase what was missed.

The follow-up appointments booked inside the next seven days, then every follow-up recorded as missed. A missed follow-up is one of only two places this kit uses its reserved alert color, and it is written out in words beside it every time.

Annual check recall in the GoSeedly Audiology & Hearing Kit with fictional sample records05 / Annual check recall

Everybody due back, by the month they fall in.

Recalls grouped by the month the office recorded, with past due pinned first. The recall type is a category label the desk uses to sort its call list. Recording a recall does not contact anyone and does not book anything.

Supplies and warranty in the GoSeedly Audiology & Hearing Kit with fictional sample records06 / Supplies and warranty

Catch a reorder or a coverage date before it passes.

Retail product labels with their reorder reminder dates, then recorded warranty and loss and damage end dates as plain dates. The reorder window and the coverage notice are workspace values the office records for itself, saved with a revision guard.

Insights in the GoSeedly Audiology & Hearing Kit with fictional sample records07 / Insights

Counts of what has been recorded.

Each derived desk state, plus trials on the board, follow-ups due this week, missed follow-ups, annual check recalls with the past due count, supply reminders due and coverage rows ending. Open the patients behind any number. Nothing is forecast or projected.

YOUR PROCESS, YOUR STARTING POINT

Useful structure.
Only what you choose.

4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.

01 / FOUR PIPELINES

Choose your starting structure.

Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.

  1. Patient relationships · 7 stages
  2. Device trials · 8 stages
  3. Recall and follow-up calls · 7 stages
  4. Supplies and coverage · 7 stages
02 / NINE WORKFLOW DRAFTS

Give the next step a shape.

  • Consultation enquiry task
  • Fitting booked note
  • Trial started note
  • Trial follow-up due task
  • Missed follow-up call task
  • Trial ending in seven days task
  • Annual check recall due task
  • Supply reorder reminder task
  • Coverage ending task

Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.

03 / SAMPLE WORKSPACE

Explore before adding records.

Explore 18 fictional patients with 9 trials on the countdown board across all four decision states, 3 of them ending inside seven days and 2 carrying a missed follow-up, 8 follow-up appointments booked and due inside the next seven days, 14 annual check recall months with 3 past due, 7 supply reminders of which 4 fall inside the recorded 30-day reorder window, and 5 coverage rows of which 2 end inside the recorded 90-day notice. Sample edits stay in memory and reset on navigation or reload.

No sample customers are inserted into your CRM.

Starter setup checks selected kit additions before removal and preserves edited records and live work.

MORE OF THE WORKING DAY

From the first inquiry
to the final handoff.

Editable native forms and document templates give your team a practical starting point.

01 / INTAKE & FOLLOW-UP

Three ready-to-edit forms.

  • Consultation request
  • Supply reorder request
  • Visit feedback

Choose forms individually in Setup & resources, then customize and publish them in the native form builder.

02 / WORKING DOCUMENTS

Three reusable templates.

  • Trial follow-up call sheet
  • Trial period summary slip
  • Annual check recall call sheet

Open each template in Documents and complete it for the actual job or visit.

03 / THE NEXT STEP

Checklists alongside the work.

Record progress and notes in the kit’s operating views. Keep earlier rows by archiving them, and retain the context for the next person.

Forms collect information for staff review. They do not automatically change the kit’s custom records. Repeating setup preserves existing resource edits.

PLEASE READ

A front-desk workspace, not a medical record.

  • This kit is not a HIPAA compliance product and does not make a practice HIPAA compliant. It is not an EHR, EMR or practice management system.
  • It is built for relationship work: recalls, reminders due, follow-up, intake progress and front-desk tasks. Clinical notes, diagnoses, prescriptions, test results, insurance details and other protected health information belong in your clinical system, not here.
  • You install the kit on your own Seedly CRM. DevLaunch does not host, receive or process your patient data. Your practice decides what it records in its CRM and is responsible for its own privacy, security and regulatory obligations, including any agreements with its hosting and software providers.

THE KIT, UNPACKED

Your workspace.
Your starting point.
Your code to edit.

One contact-linked record is one patient relationship. It holds the patient label, an age band label, a companion or family contact label, the preferred contact window, the annual check recall type, month, state, attempts and last contact date, device trials with their product label, inventory identifier, start date, length in days, follow-up appointment days and states, decision and decision date, recorded reference amount and contact attempts, retail supply reminders, recorded warranty and loss and damage end dates, and an editable front desk checklist.

Desk operating view with the trial countdown board and the supply reorder column
Patients operating view
Trials operating view with contact attempts and decisions
Fitting follow-ups operating view
Annual check recall operating view grouped by month
Supplies and warranty operating view
Insights operating view
Server-enforced hearing and clinical guard on every text field
Recorded reorder window and coverage notice behind one revision guard
Three native form drafts and three editable document templates
Editable front desk checklists and preserved row history
Four optional pipeline templates and nine inactive workflow drafts
18 fictional in-memory patient relationships
Guided setup, compatibility report, and private rollback receipt
AI-agent documentation for customized installations
Original editable source, configuration, and tests
Read the installation guide

FROM KIT TO CONNECTED WORKSPACE

Check. Connect.
Make it yours.

01

Check your Seedly project.

Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.

02

Connect the required helper.

Deploy the included helper from your authoritative backend source before connected edits. Build your web app, then choose any optional pipelines and drafts you need.

03

Set up your own team.

Edit office name, descriptor and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.

Compatibility and operational details

Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original backend helpers are required for connected record creation, edits, the two recorded desk values and resource setup. They preserve native account permissions, unrelated custom fields and row history, check revisions before saving, and run the hearing and clinical guard before anything is written. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.

This is a front desk and trial record, not a medical record. It is not a HIPAA compliance product, it is not an EHR, EMR or practice management system, and installing it does not make a practice HIPAA compliant. Do not use it to store protected health information. It never stores hearing test results, audiograms, thresholds or decibel values, word recognition percentages, degree or type of hearing loss, ear side, tinnitus or other conditions, device programming settings, medications, medical history, insurance member or policy numbers, benefit amounts, government identifiers or dates of birth. Visit and recall types are category labels only, and a product label is the office’s own plain label rather than a device specification. The shared model refuses free text that reads like one of those in every field, on the server as well as in the browser, and names the rule it matched; ordinary front desk text such as "left a message", "right away", "Trial ends 10/31" and "As discussed, call Friday" is accepted. Treat that as a guard against accidental entry rather than a guarantee. Clinical records stay in the practice’s own system, and the kit gives no medical or hearing advice. The practice is responsible for its own compliance and for whatever it chooses to record in its CRM. There is no practice management integration, no manufacturer fitting-software integration, no clinical or device record, no insurance or benefits processing, no device ordering or repair tracking, no scheduling engine, no automated reminders or patient messaging, no patient portal, no payments or financing and no revenue forecast.

Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.

Checking access…

DEVLAUNCH ALL ACCESS

Every kit.
And everything else.

DevLaunch All Access includes every GoSeedly CRM kit, all 195 available today, along with every class, course, and product we release, and private calls with Aaron.

  • All 195 CRM kits

    Every published kit as original editable source, with optional pipelines, workflow drafts, and guided installers. Browse the kits

  • Every class, course, and product

    The full DevLaunch library and software collection, plus each eligible release during your access year, added to your portal as it ships.

  • Private calls with Aaron

    Bring the idea, the offer, or the bottleneck, and leave with a plan you can follow.

DevLaunch All Access

Want more than one kit? All Access covers the whole CRM kit library and the rest of what we make. See everything it includes on the All Access page.

See DevLaunch All Access

Already a member? Open your downloads.

For your own compatible Seedly CRM. Seedly software, hosting and installation services are separate. Each full-interface kit uses its own web installation.

BEFORE YOU MAKE IT YOURS

Good questions.
Clear answers.

Is this kit HIPAA compliant?+

No, and it does not claim to be. It is not a HIPAA compliance product, an EHR or a practice management system, and installing it does not make a practice compliant. It is a front-desk and relationship workspace for recalls, reminders, follow-up and intake progress. Keep clinical notes, diagnoses, prescriptions, test results, insurance details and other protected health information in your clinical system. The kit runs on your own Seedly CRM; DevLaunch does not host, receive or process your patient data, and your practice remains responsible for its own privacy, security and regulatory obligations.

How do I receive the kit?+

Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.

Does this include Seedly CRM?+

You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.

Is this one connected workspace?+

Tone keeps its ink-teal masthead and pill tab strip across the kit views and native CRM tools in the same signed-in account. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.

Can I use it with existing customizations?+

Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.

Do I have to import all the starter content?+

No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.

Can I remove the examples and starter content?+

Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.

Can different subaccounts use different kits?+

The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.

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