Create a simple Record Management system with Billing, on WordPress (2)

Closed Posted 6 years ago Paid on delivery
Closed Paid on delivery

We run a Clinical Psychology Practice that provides services to corporate and private clients. We need a Clinical Records and Risk Management system, to help us manage case records, streamline billing, and reduce risk. Having researched WordPress capabilies, and experimented with it, we believe the requirements can be met with some wordpress customisations and additional coding.

Please note the following:

* I have some HTML skills (I used to develop websites when you could still do it in notepad ie before HTML3 :-) ) and understand SQL and C++ - so I will want to be able to discuss different ways of doing things at a technical level

* I've included a number of questions to the bidders within the document, highighted inside a box. To ensure that bidders are reading the spec before bidding and are bidding based on reading the spec and not just the description, please can you comment on whether you think using WP Categories as the Case container makes sense, and whether it's possible to manage and edit billing line items for posts in the way I've suggested [Any bid that does not answer these two questions will be ignored]. I want to make sure that you understand the detail of what we need from the system, and know enough about WordPress internals, MySQL, web programming and PHP to come up with a good solution that can be used as a building block for the future phases of functionality.

* I need the solution to be well documented. I need a register of every WP file that is modified or copied, and a description of what has been changed - and the changes need to be clearly documented with comments (in English) in the code. This is so that future contractors can build on the work. I understand that good documentation takes time and time costs money, but I would rather have a well documented and future-proof solution. Please do not under-estimate the work and then feel pressured to do a rush job

* This is work for hire, and the copyright to any code written will pass to the CherryCroft practice once the contract is concluded (work completed and paid for)

* Please comment on whether you've integrated with Xero before and whether there are any issues with doing so

I've added a simple Entity-Relationship Diagram to demonstrate how the data objects relate (standard 0/1 to many connectors show the ordinality of relationships between entities).

User, Case and Record are not separate table entities in WordPress, based on my vision, a Case is a Category so it is stored in wp_term and wp_termmeta, and a Records is acustom post type so its data (including custom fields) is stored in wp_post and wp_postmeta. user is a standard WP user, augmented with the WP-CRM plugin which uses wp_usermeta to store additional fields for each user.

The "crrm_*" entities are new custom database rables, stored in the "wordpress" schema and accessed from PHP using $wpdb() object. My preference is to use standalone tables for the financial data (contract header/lineitem and billing) rather than storing financial data as meta fields inside wp_postmeta, to make things like financial audit and reconcolisation easier - I can then use SELECT statements in MySQL to view and manipulate the financial data, and use MySQL Excel connectors to pull reporting into MS Excel from MySQL.

MySQL PHP Website Design WordPress Xero

Project ID: #15544622

About the project

61 proposals Remote project Active 6 years ago

61 freelancers are bidding on average £1366 for this job

sanjay2004

Hello, We have excellent team of developer and designer who meets your requirements. you can hire us hourly basis,we charge 18USD/hr . to initiate discussion private message us. Relevant Skills and Experience We have More

£1546 GBP in 40 days
(1472 Reviews)
10.0
maysaxena

Greetings! We are a team of experienced professionals and would like to Clinical Records and Risk Management system. Have a look at our profile and our reviews. Relevant Skills and Experience We are capable of settin More

£750 GBP in 20 days
(572 Reviews)
8.5
AzzkaNoor

Hello, I propose to complete your project with perfection right on time. Please provide us with an opportunity to help you and you will be served nothing less than excellence. Relevant Skills and Experience I am eager More

£1250 GBP in 20 days
(57 Reviews)
7.9
fleetways

Thank you for looking at our bid. We have tried Xero before (did not have to use it), going to to be fine. We can also include (3) in current scope, but we would request a discussion on entire spec. Relevant Skills an More

£1666 GBP in 45 days
(91 Reviews)
8.1
evgendob

Hello. Wordpress development expert ready to help you with management system creation. I have more 400 good reviews so all will be done on highest level. Relevant Skills and Experience More 7 years of WP full stack de More

£833 GBP in 20 days
(605 Reviews)
8.2
mike199

Hi, I’m a Web Designer & Developer based in Oxford, UK. My name is Mike. Your project looks interesting to me and matches my skills & experience. Relevant Skills and Experience UX/UI design, front end coding, WordPrss More

£1250 GBP in 20 days
(54 Reviews)
7.2
caroldata

Hi, I can help you in building Record Management system with Billing for Clinical Psychology Practice .We are an Indian Based ISO Certified 9001 : 2008 registered Pvt. Ltd. Software Company . Relevant Skills and More

£805 GBP in 20 days
(63 Reviews)
7.2
topithub

Create a simple Record Management system with Billing, on WordPress Relevant Skills and Experience HTML, MySQL, PHP, Website Design, WordPress 7 years experience Proposed Milestones £1250 GBP - task

£1250 GBP in 20 days
(42 Reviews)
7.0
muzammil21

Hey, I'm interested in your project. Please send me a message so that we can discuss more. Relevant Skills and Experience HTML, MySQL, PHP, Website Design, WordPress Proposed Milestones £1250 GBP - 1

£1250 GBP in 20 days
(70 Reviews)
6.4
raiakanksha49

i have alredy done this kind of job , i can do it 100% as you want , pls ping me so we can start right away ! thank you Relevant Skills and Experience wordpress Proposed Milestones £888 GBP - final Stay tuned, I'm More

£888 GBP in 15 days
(62 Reviews)
6.6
itpathsolutions

Over the last 8 years, I have developed a wide range of websites and software and have the skills qualifications you are looking for. I am a Certified Developer and have rich experience Relevant Skills and Experience More

£1500 GBP in 20 days
(34 Reviews)
6.5
ieota

Hey mate, I have gone through with your requirement and well understood that you are looking to develop a simple record management system with billing in WordPress. I have some concerns regarding this Relevant Skills More

£1250 GBP in 20 days
(66 Reviews)
6.3
manjeet2017

Hi, I went through your requirement and feel comfortable to do this job. I have good experience in website design & development. Please initiate chat to discuss further. Relevant Skills and Experience PHP, Word press, More

£1250 GBP in 20 days
(114 Reviews)
6.2
auriclesoft09

We are expert in creating Portal/Blog/e-commerce solution using WordPress. We read your requirement and we are confident to deliver you the best and standard solution Relevant Skills and Experience CMS: Wordpress Fram More

£1250 GBP in 25 days
(29 Reviews)
6.3
TechNamrata09

Hi, Yes... it's possible to manage and edit billing line items for posts in the way you have suggested. Please message me to have productive discussion on the same. Relevant Skills and Experience I have relevant ski More

£1184 GBP in 20 days
(14 Reviews)
5.9
maksimchukmak

Hello! My name is Maksim, from Kiev, Ukraine (UTF + 2) We are Intobi - hardworking and responsible team. Our developers have highly experience in the building of various websites and apps. Relevant Skills and Experie More

£1500 GBP in 20 days
(25 Reviews)
6.1
mmdnow

Hi, I have read project description, i have cleared all the points and comfort with requirement. We are also able to develop plugins, customization in plugin theme integration. Thanks Peter Relevant Skills and Exper More

£1333 GBP in 20 days
(17 Reviews)
5.4
zdesign77

Hi, how are you today? My name is Mike, I’m a web developer & designer located Boston, USA. I feel that my skills match your project needs Relevant Skills and Experience HTML, MySQL, PHP, Website Design, WordPress Pr More

£1250 GBP in 20 days
(7 Reviews)
4.9
Dominantsoftech

Hello There, Greetings of the days..!! I hope You Doing well. I am Abhishek. I Read carefully and Analyzed Your Provide Project Requirement for a Clinical Records and Risk Management system Relevant Skills and Experie More

£750 GBP in 15 days
(41 Reviews)
5.8
kumarsaloni

Where is the attachment here? There's no attachment. Relevant Skills and Experience Please send us the attachment which we can go through and then probably we can get into a detailed discussion. Proposed Milestones £ More

£916 GBP in 20 days
(8 Reviews)
5.1