-2.png?width=250&height=78&name=Medtech%20HC%20logo%20(1)-2.png)
CRM Property List Values
CRM taxonomy is a structured classification system for organizing and managing data within a CRM system, ensuring consistency and usability across campaigns and user data. A well-defined taxonomy helps ensure clarity and consistency in how data is used and interpreted across the organization.
Company Attributes
Company Role
|
Parent |
|
Subsidiary |
|
Location |
|
Independent |
|
<Blank> |
Industry Group / Sub-Group
|
Medical Practice |
General Practice |
|
Specialist Practice |
|
|
After Hours / Urgent Care |
|
|
School & Student Health |
|
|
Telehealth Services |
|
|
Allied Health |
Physiotherapy |
|
Mental Health |
|
|
Chiropractic |
|
|
Podiatry |
|
|
Occupational Therapy |
|
|
Speech Therapy |
|
|
Dietetics/Nutrition |
|
|
Sports Medicine |
|
|
Other Allied Health |
|
|
Hospital |
Public Hospital |
|
Private Hospital |
|
|
Health District |
District Health Board (NZ) |
|
Primary Health Organisation (NZ) |
|
|
Local Health District (AU) |
|
|
Primary Health Network (AU) |
|
|
Community & Aged Care |
Community Health |
|
Social Services |
|
|
Youth Services |
|
|
Aged Care |
|
|
Hospice |
|
|
Diagnostic Services |
Laboratory |
|
Radiology |
|
|
Pharmacy |
Community Pharmacy |
|
Hospital Pharmacy |
|
|
Pharmacy Services |
|
|
Technology & Integration |
Technology Provider / IT Support |
|
Medical Devices / Health Tech |
|
|
Government & Regulatory |
Health Ministry/Department |
|
|
Health Funding Agency |
|
|
Regulatory Authority |
|
|
Social Services |
|
Unknown |
Unknown |
Partner Type
|
Technology Partner |
|
Integration Partner |
|
Supplier / Vendor |
|
<Blank> |
Product Type
Same as Product Type list values from Ticket and Deal.
|
Evolution NZ |
|
Medtech32 NZ |
|
Forms NZ |
|
SMS NZ |
|
ALEX NZ |
|
DrInfo NZ |
|
Cloud NZ |
|
Medeor NZ |
|
Medtech AI NZ |
|
Evolution AU |
|
RX AU |
|
Artia AU |
|
ALEX AU |
|
SMS AU |
|
DrInfo AU |
|
Cloud AU |
|
Medeor AU |
|
Medtech AI AU |
Health District
This property will be used to contain NZ DHB’s (below) and AU PHN’s (future use, no list values for now)
|
Auckland District Health Board |
|
Bay of Plenty District Health Board |
|
Canterbury District Health Board |
|
Capital & Coast District Health Board |
|
Counties Manukau District Health Board |
|
Hawke’s Bay District Health Board |
|
Hutt Valley District Health Board |
|
Lakes District Health Board |
|
MidCentral District Health Board |
|
Nelson Marlborough District Health Board |
|
Northland District Health Board |
|
South Canterbury District Health Board |
|
Southern District Health Board |
|
Tairāwhiti District Health Board |
|
Taranaki District Health Board |
|
Waikato District Health Board |
|
Wairarapa District Health Board |
|
Waitematā District Health Board |
|
West Coast District Health Board |
|
Whanganui District Health Board |
|
<Blank> |
Contact Attributes
Employment Role
|
Doctor |
|
Nurse |
|
Clinician |
|
Healthcare Staff |
|
Practice Manager |
|
Admin & Reception |
|
Business & Leadership |
|
Account / Relationship Manager |
|
Finance / Accounts |
|
IT & Technical Support |
|
Government Officer |
|
Other |
Ticket Attributes
Issue Type
|
Installation |
|
Training |
|
Configuration |
|
Data/Integration |
|
Upgrade |
|
Hardware |
|
Software Bug |
|
Performance |
|
User Error / How-To |
|
Access/Login |
|
Report/Billing |
|
Third-Party / On-Site |
Product Type
Same as Product Type list value from Company
Priority
|
Priority |
ß D365 Priority |
|
P1 | Critical |
P1 |
|
P2 | High |
P2 |
|
P3 | Medium |
P3 |
|
P4 | Low |
P4 |
Ticket Origin
|
|
|
Phone |
|
Portal |
|
Web Form |
|
Chat |
|
WhatsApp --> Social Media? |
|
Customer Feedback |
|
Monitoring Alert |
|
Proactive Outreach |
|
Field/On-Site |
Ticket Status
|
New |
|
In Progress |
|
Pending Customer |
|
Pending Third Party |
|
Escalation in Review |
|
Escalated |
|
Resolved |
|
Closed |