GoSeedly Speech & Occupational Therapy Kit
A waitlist ladder read against the open recurring slots. One rung per waiting family with the days and time windows they can do, and under every open slot the three longest waits it already fits. Milestone keeps the wait, the visits and the relationships in one connected workspace.
YOUR MILESTONE WAITLIST DESK
01 — WAITLIST 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 / Waitlist deskEach rung carries a client first name, an age band label, the service line, the days and time windows recorded, the whole weeks waited and the last contact. Each open slot names its matches by ladder position, oldest wait first.
02 / ClientsA first name label, an age band label and a service line label, with the preferred caregiver, the recorded days, the recurring slot and the authorized visits beside them. No date of birth is recorded anywhere in the kit.
03 / WaitlistWaiting since, whole weeks waited, attempts and last contact, plus the families on hold and the ones removed from the waitlist underneath.
04 / Open slotsA day, a time, a clinician first name and a service line. The time window is derived from the time, and the matches are a plain availability comparison, capped at the three longest waits.
05 / Authorized visitsVisits used of visits authorized, written out in words before a single thin meter, with the visits unused, the end date and a flag once an authorization falls inside the window you record.
06 / Caregivers and schoolsRelationship records for schools, pediatric offices and other referrers, a name, a contact label and a follow-up date, beside the caregiver follow-ups the desk already owes.
07 / InsightsEach derived desk state counts the clients behind it, and opens them.
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 24 fictional clients: 9 on the waitlist with the longest at 17 weeks, 2 with a slot offered, 11 active, 1 on hold and 1 removed. Six open recurring slots, four of which already fit a waiting family, five authorizations ending inside the recorded window with visits unused, four caregiver follow-ups due and six relationship records. 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 opportunity is one client and family relationship. It holds the client first name label, the age band label, the service line label, the stage with the date it was reached, the waiting-since date, the contact attempts and last contact, the recurring slot day, time and clinician first name, the authorized visit count, the visits used and the end date, the caregiver follow-up due date, the school or referrer label, caregiver rows with a relationship label and a preferred-contact flag, availability rows of a day and a time window, and an editable checklist. The open recurring slots, the relationship records and the recorded authorization window live in one account store behind a single revision guard.
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 clinic 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 client record creation, edits, the workspace store and resource setup. They preserve native account permissions, unrelated custom fields and row history, run the boundary guard on the server, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
Matching is a plain availability comparison: the same day, the same time window and compatible service lines, sorted oldest wait first. Nothing is weighted, scored or decided for you, and offering a slot is still a call somebody makes. The kit records no date of birth, diagnosis, condition, disability category, test score, therapy goal, session or progress note, education plan, home program, medication, medical history, insurance member, policy or authorization number, school identifier or government identifier, and it holds no monetary field at all. An age band label is the only age information it holds, and an authorized visit count with an end date is a recorded number and a date. A server-enforced guard refuses free text that looks like any of those in every field, which is help against accidental entry rather than a guarantee. There is no scheduling engine or calendar sync, no insurance verification, authorization submission or billing, no automated reminder or message of any kind, no family login, no payments, and the kit gives no therapy or medical advice.
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
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Every published kit as original editable source, with optional pipelines, workflow drafts, and guided installers. Browse the kits
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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.
Milestone keeps its slim black top bar across the kit views and native CRM tools in the same signed-in account, with no sidebar taking room from the two lists. 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.
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