About:

The Belasis Anamnesis module allows you to record, organize, and track important customer information in a fully digital way, integrated into the company's operations. Assessments, service history, notes, terms, procedure progress, and clinical information are centralized within the system, facilitating follow-up and bringing more security to the team's routine.

In addition to eliminating physical forms and manual processes, the feature helps professionalize service and improve the organization of customer information. Everything remains integrated with the company's calendar, documents, digital signature, CRM, and operational history.

The module was developed especially for operations that need to track detailed customer information during appointments, evaluations, and procedures, bringing more control and practicality to the day-to-day work.

Benefits:

More organization, security, and agility in customer follow-up. Digital anamneses help centralize important operational information, reducing data loss, rework, and dependence on physical documents.

The team can quickly access service history, notes, and relevant information during procedures, improving service quality and daily decision-making.

Another great benefit is the professionalization of the operation. The feature improves process standardization, strengthens the company's perception of organization, and brings more security to both the team and customers.

In addition, integration with digital signatures and documents helps automate internal processes and reduce operational bureaucracy.

Expected Results:

More organized appointments, centralized information, and greater operational security for the company. The team gains productivity by quickly accessing important customer data and reduces time spent on manual searches and filling out physical forms.

Customers experience a more professional and structured service during evaluations and appointments, while the company improves control, traceability, and organization of operational information.

All of this helps create a more modern, secure operation that is ready to grow with more efficiency and less bureaucracy.

This feature may be included or contracted as an add-on, depending on the chosen plan.