GoSeedly Medical Practice Kit
A front desk for an independent doctor's office: an intake progress board where every new patient walks a five-step track, over a twelve-month recall calendar strip with past due pinned at the left. Frontdesk keeps the relationship in one connected workspace and leaves clinical records in the practice's own clinical system.
YOUR FRONTDESK DESK
01 — DESK
Actual interface captures with fictional sample data. Open a screenshot for a closer look.
TAKE A CLOSER LOOK
One connected workspace, with views built around the decisions your team makes each day.
01 / DeskEvery patient still in intake is one row with a five-node track: enquiry received, paperwork sent, paperwork returned, first visit booked, first visit completed. Days in the current step sit beside the track, and the twelve-month recall strip runs below it.
02 / Recall stripPast due is pinned at the left, then the next twelve months. Each column carries a count and a stack of patient chips. A recall further out than twelve months is not on the strip yet, and booked or declined recalls keep their chip so the desk can see what happened.
03 / PatientsReview the age band label, the preferred contact window, who referred them, the relationship state, the intake step, open recalls, calls due today and the derived desk state.
04 / New patientsThe intake rows on their own, longest waiting first, beside the threshold the practice records for itself. A row past that many days in one step is marked stalled, in words.
05 / RecallsEvery recorded recall with its category label, due month, contact attempts, last contact date and state. Recording a recall does not contact anyone and does not book anything.
06 / Follow-up callsOpen staff calls by due date, with the category label only. A call marked completed needs the date it was made. The kit does not dial, text or email anybody.
07 / Referral sourcesReferring practices, specialist offices, employers and personal referrals as relationship rows, with the count of patients referred derived from the records and the last thank-you date somebody wrote down.
08 / InsightsCounts for each derived desk state, plus patients in intake, recalls on the strip, open follow-up calls and referral sources recorded. Open the patients behind any number.
YOUR PROCESS, YOUR STARTING POINT
4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.
Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.
Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.
Explore 16 fictional patients, 7 of them still in intake across all five steps with 2 stalled, 20 recalls across the twelve-month strip with 4 past due, 6 follow-up calls and 5 referral sources. Sample edits stay in memory and reset on navigation or reload.
Starter setup checks selected kit additions before removal and preserves edited records and live work.
MORE OF THE WORKING DAY
Editable native forms and document templates give your team a practical starting point.
Choose forms individually in Setup & resources, then customize and publish them in the native form builder.
Open each template in Documents and complete it for the actual job or visit.
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
THE KIT, UNPACKED
One contact-linked record is one patient relationship. It holds the patient label, an age band label, the preferred contact window, the referral source, the relationship state, the intake step and the date it was entered, recalls as category labels with their due month and contact attempts, follow-up calls with a category label and a due date, and an editable front desk checklist. Referral sources are workspace records with their own revision guard, because a referring office is not a patient.
FROM KIT TO CONNECTED WORKSPACE
Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.
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.
Edit practice name, descriptor and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.
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 recorded stalled-step threshold, the referral source list and resource setup. They preserve native account permissions, unrelated custom fields and row history, check revisions before saving, and run the clinical guard before anything is written. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional, and none of them contains a messaging node.
This is a front-desk and relationship workspace, not a medical record. It 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 never stores diagnoses, symptoms, reasons for visit, medications, doses, allergies, vitals, test results, medical history, insurance member or policy numbers, government identifiers or dates of birth; age is a band label at most and visit types are category labels only. The shared model refuses text that looks like a dose, a blood pressure reading, an ICD-10 style code, clinical vocabulary or an insurance member identifier in every field, on the server as well as in the browser. Treat that as a guard against accidental entry rather than a guarantee. Clinical records stay in the practice's own clinical system, and the kit gives no medical advice. Your practice decides what it records in its CRM and is responsible for its own privacy, security and regulatory obligations. There is no clinical system integration, no insurance or billing, no scheduling engine, no automated reminders or patient messaging, no patient portal, no telehealth and no payments. Recording a recall does not contact anyone and does not book anything, and the recorded fee reference is a number the practice keeps for itself.
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.
DEVLAUNCH ALL ACCESS
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.
Every published kit as original editable source, with optional pipelines, workflow drafts, and guided installers. Browse the kits
The full DevLaunch library and software collection, plus each eligible release during your access year, added to your portal as it ships.
Bring the idea, the offer, or the bottleneck, and leave with a plan you can follow.
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 AccessAlready 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
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.
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.
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.
Frontdesk retains its application frame 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.
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.
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.
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.
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.
Find a workspace that fits the way you work.
Explore all CRM kitsCustomer experiences / Trustpilot
Selected excerpts from reviews of DevLaunch training, software, and services. Individual customer experiences across DevLaunch.
We use essential storage to keep the site working. With your permission, we also use analytics and the Whop Pixel to understand visits and advertising results. Optional analytics stay off until you choose.
Read our Cookie Policy and Privacy Policy.