GoSeedly Urgent Care Kit
A business development desk for a walk-in urgent care clinic: an employer account ledger wall where every company carries a twelve-cell strip of recorded visit counts, beside a courtesy call rail of the calls the desk owes today. Walk-in keeps the commercial relationship and the follow-up in one workspace, and never records why anybody visited.
YOUR WALK-IN BUSINESS 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 company relationship is one wide card with its stage in words, the services it arranged as commercial labels, and a twelve-cell strip of recorded visit counts. The courtesy call rail runs beside it, due first.
02 / Ledger wallTwelve months, oldest at the left. Bars are scaled inside each card against that company's own busiest recorded month, and every count is printed under its bar. A company with nothing recorded says so rather than guessing.
03 / Employer accountsReview the contact, the stage, the recorded services, the trailing twelve-month visit total, the agreement reference the clinic keeps for itself, the last check-in and the derived desk state.
04 / Check-ins dueAccounts past their recorded check-in interval come first and are marked in words, then accounts with no check-in recorded yet, then everything else by how long it has been. The interval is a target each account records for itself.
05 / Follow-up callsCourtesy follow-ups, billing question call-backs and review requests as a category label only, with attempts, the last attempt date and the state. The kit does not dial, text or email anybody.
06 / Review requestsAsked, reminded, left a review or declined, with a count on each step and the rows behind it. Recording a request does not ask anybody for a review and is not connected to any review platform.
07 / PartnersCommunity and referral partners as relationship rows with the last contact date somebody at the desk wrote down. A partner is a workspace record, not a company account and not a person who visited.
08 / InsightsCounts for each derived desk state, the trailing twelve-month visit total, open calls, review requests and partners, plus accounts by recorded stage. Open the accounts behind any number. Nothing is forecast.
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 14 fictional employer accounts across all five stages, 4 of them past their recorded check-in interval, 9 follow-up calls of which 4 are due today and 2 are past due, 8 review requests across all four states, and 5 community partners. 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 employer account relationship. It holds the company label, the contact person label, the account stage and the date it was entered, the recorded service labels, twelve monthly visit counts for the trailing twelve months, an agreement reference amount the clinic keeps for itself, the check-in interval in days, the last check-in date and an editable checklist. Follow-up calls, review requests and community partners are workspace records behind one shared revision guard, because a person who gets a courtesy call is not a commercial relationship with a company.
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 record creation, edits, the follow-up call, review request and partner lists, and resource setup. They preserve native account permissions, unrelated custom fields and row history, check revisions before saving, and run the entry 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 business development and follow-up 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, and it is not a patient queue, wait time display, triage tool or check-in kiosk. It never records why anybody visited: there is no field for a visit reason, a symptom, an injury, a diagnosis, a test or screening result including a drug screen or physical outcome, a work status or restriction, a medication, a dose, a vital sign, a workers' compensation claim number, an insurance member or policy number, a government identifier or a date of birth. Employer accounts hold company-level commercial information only, the monthly activity strip is a count somebody typed, and call categories and review states are labels only. The shared model refuses text that looks like a dose, a blood pressure reading, an ICD-10 style code, a claim or insurance identifier, clinical vocabulary or a screening result in every field, on the server as well as in the browser, and a person's or a company's name is exempt from the two word rules alone. Treat that as a guard against accidental entry rather than a guarantee. Clinical records stay in the clinic'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 workers' compensation or insurance processing, no billing or invoicing, no scheduling engine, no automated messaging, no review platform integration and no payments. Recording a review request does not ask anybody for a review, recording a call does not dial anybody, and the recorded agreement reference is a number the clinic 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
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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.
Walk-in 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.
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