Healthcare Image Review, Communication and Payment Portal

• Zoho CRM and Zoho Creator synchronization for patient, appointment, and treatment records
• Custom React.js doctor-review widget for reviewing uploaded patient images and supporting case information
• Patient actions dashboard for offers, email, SMS, WhatsApp, payment links, operation dates, and instructions

Technologies Used

• Zoho Creator
• Zoho CRM
• React.js
• Twilio
• Superchat
• WhatsApp
• Stripe
• Tabby
• Deluge
• JavaScript
• HTML5
• CSS3
• Zoho Creator APIs
• Zoho CRM APIs
• Creator Upload File API
• REST APIs
• OAuth 2.0
• Webhooks
• Role-based portal permissions
• Secure file handling

Project Overview

A healthcare services provider needed a better way to manage the journey between a first patient enquiry and the final treatment or operation. The process involved patient enquiries, telephone appointments, treatment information, uploaded images, doctor review, offers, communication, payment links, operation dates, and patient instructions.

I developed one connected platform where each authorized user can access the information and actions relevant to their role while keeping private medical and internal information separated. The software supports the operational review workflow and does not replace medical judgment.

Business Challenge

• Doctors, reception, sales, administrators, and patients needed different views of the same case.
• Patient images had to stay connected to the correct treatment record.
• Doctor notes and private internal information needed to remain hidden from patients.
• Offers, communication, and payment links needed to be managed from one workflow.
• The platform needed to connect Zoho CRM, Zoho Creator, communication tools, and payment providers.
• Failures such as missing contact details or image-upload issues needed to be visible without losing the whole case.

User Roles

System Architecture

Zoho CRM remains connected to the patient enquiry and commercial process, while Zoho Creator provides the operational portal and custom user experience. Logical records include the patient or lead, telephone appointment, treatment case, patient images, doctor review, offer, communication actions, payment records, and operation schedule.

CRM and Creator Synchronization

When a patient reaches the appropriate stage, CRM data is synchronized with Zoho Creator. The Creator record stores references to the related CRM patient, appointment, or treatment record so internal users can move between systems without manually searching for the same case.

Patient Image Upload Architecture

Patient images required a separate technical process from normal text and date fields. The system first creates or updates the base patient or treatment record, then uploads each image separately through the Zoho Creator Upload File API and links it to the correct image field and record. This prevents one image failure from deleting or blocking the base patient case.

Patient Actions Dashboard

Authorized staff can manage the most important actions from one dashboard: send offers, send email, send SMS, send WhatsApp messages, send payment links, review doctor notes, open patient records, and open treatment records. The dashboard keeps patient details, operation dates, consultant information, offer status, payment status, communication status, and recent activity in one place.

React.js Doctor Review Widget

I built a custom React.js widget because a standard Zoho Creator form was not suitable for the doctor image-review experience. The widget brings together patient images, requested treatment, relevant medical context, consultant information, existing notes, and review status in a clean interface designed around the review process.

Offer and Communication Workflow

Authorized staff can generate or send offers from the Patient Actions Dashboard. The platform validates the required patient and treatment information, calls an internal offer-generation service, stores the returned offer reference or status, and records the communication action.

Communication channels include email, Twilio SMS, WhatsApp, and Superchat. Before sending, the platform can confirm that the patient exists, contact information is available, the channel is allowed, and the correct offer or payment link is connected.

Payment Integrations

Staff can send payment links directly from the patient dashboard. Stripe supports secure online card payment collection, while Tabby provides an additional payment option for eligible patients. Payment requests remain connected to the same patient and treatment case, with status visibility such as sent, pending, completed, failed, or cancelled.

Patient Portal

The patient-facing portal is intentionally simpler than the internal dashboard. Patients can see their treatment or service information, amount, payment requirement, operation date, instructions, confirmation status, and next step. They do not see internal doctor notes, administration details, integration errors, or information belonging to other patients.

Complete Patient Journey

1. A new patient enquiry is created in Zoho CRM.
2. Appointment, patient, and treatment information synchronize with Zoho Creator.
3. The base Creator record is created, then images are uploaded and linked separately.
4. The case is validated and made available for doctor review.
5. The doctor reviews images in the React.js widget and saves notes.
6. Reception and sales users see the completed review and continue the workflow.
7. An offer is generated and sent through email, SMS, or WhatsApp.
8. A Stripe or Tabby payment link is created and sent to the patient.
9. The operation date, payment status, and instructions remain visible in the patient portal.
10. Internal users monitor the full journey from one dashboard until completion.

My Role

• Designed the Zoho Creator portal and role-based access model.
• Connected Zoho CRM and Zoho Creator patient and treatment records.
• Built the Patient Actions Dashboard and patient-facing portal view.
• Developed the React.js doctor-review widget.
• Implemented the separate image-upload API process for patient images.
• Integrated offer generation, email actions, Twilio SMS, WhatsApp, and Superchat.
• Integrated Stripe and Tabby payment-link workflows.
• Added validation, error handling, and privacy controls across user roles.

Business Benefits

• Centralized the patient journey from enquiry to operation details.
• Reduced manual data transfer and searching across systems.
• Kept patient images connected to the correct treatment case.
• Gave doctors a dedicated review interface.
• Improved communication across email, SMS, and WhatsApp.
• Made offers and payment links easier to send.
• Gave patients clearer information in a simpler portal.
• Improved role-specific visibility while protecting private information.

Project Result

The final result is a complete healthcare workflow platform connecting patient enquiries, appointments, treatment information, medical images, doctor reviews, offers, communications, payments, and operation details.

The project transformed several disconnected activities into one coordinated digital patient journey with role-based access and clearer operational visibility.