GenX AI CRM — System Update

Completed

What We Built

We took your SOPs, email templates, and 61 instruction PDFs and turned them into a fully automated system.

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Auto Script Generation

When a patient pays, the system automatically generates separate prescription scripts for each compounding pharmacy — one for CPSA, one for CompPharm.

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Pharmacy Emails

Scripts are emailed directly to the correct pharmacy contacts using your exact SOP templates — with patient details, delivery address, and "no invoice" instructions.

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Patient Emails

Patients receive everything they need — their scripts, dosage instruction PDFs, injection video links, and delivery tracking info — all automatic.

Pipeline

How It Works

One invoice triggers the entire chain. Zero manual steps after payment.

Payment

Patient pays via Yoco link

Detect

System identifies GLP-1 vs peptide products

Split

Groups by pharmacy + product type

Scripts

Generates PDFs per pharmacy

Deliver

Emails pharmacies + patient

Email Routing Logic (Your SOPs)

Product Type	Pharmacy	Recipients	Subject Format
GLP-1	CPSA	Simon, Christine, Duvenhage, Carla	Drop ship GLP-1 order KronoDeus [date]
Peptide	CPSA	Simon, Christine, Duvenhage	Drop ship Peptide (SubQPens) order [date]
All	CompPharm	Sarita	Drop ship orders KronoDeus DRJO001 [date]

By The Numbers

What's Inside

Everything from your SOPs has been digitised and connected.

Instruction PDFs uploaded

Pharmacy contacts configured

Email templates automated

Manual steps after payment

Patient Emails Include

✓ Prescription script PDF
✓ Dosage & storage instruction PDFs
✓ YouTube injection video playlist
✓ Delivery tracking / collection info
✓ Needle kit details (if purchased)
✓ GenX Longevity website link

Pharmacy Emails Include

✓ Prescription script PDF attached
✓ Patient name, address & cell number
✓ Delivery vs collection routing
✓ "No invoice in delivery" instruction
✓ Tracking email: drbaard@kronodeus.co.za
✓ Account number (CompPharm: DRJO001)

Action Required

What We Need From You

A few items to confirm before we go fully live.

Confirm Pharmacy Contacts

Are Simon, Christine, Duvenhage, and Carla (CPSA) and Sarita (CompPharm) still the correct recipients? Any changes or additions?

Complete Product Catalog

We have 14 products in the system. We need the full catalog with prices — every Semaglutide/Tirzepatide variant (pens + vials at each dosage), all CompPharm peptides, needle kits, etc.

Test With a Real Invoice

Create a test invoice in the CRM, set delivery method, trigger a payment — and verify the emails arrive correctly at the pharmacies and patient.

Delivery Default

Should new invoices default to "delivery" or "collection"? Currently requires manual selection per invoice.

Email Domain DNS

Confirm genxclinics.co.za DKIM/SPF records are propagated so emails don't land in spam. We can check this together.

Missing Instruction PDFs

Some products (DHEA, NAD+, Pregnenolone, Thymosin Alpha-1 Capsules) don't have instruction PDFs yet. Please send these when available.

Roadmap

What's Next

The pipeline is the foundation. Here's what we can build on top of it.

Online Peptides (Shopify) Integration

Connect onlinepeptides.co.za so patient orders flow into the same automated pipeline. Same scripts, same emails — different entry point.

Patient Portal with Access Control

In-house store where patients can reorder. Separate access: peptides vs GLPs — you control who sees what via checkboxes on their profile.

AI Consultation Notes

Record consultations, auto-generate clinical notes, and send patients a summary of what was discussed — including which peptides were approved.

Retest Reminders

Automated email reminders for blood/saliva/stool retests with lab forms attached — using the templates from your SOPs.