Your customers are the patients that you can make sales to and manage the entire process through the system, both before and after the sale. Definitions: The basic information section requires the patient’s first and last name. At least one of the phone and email address fields is required. Language: all documents you send will… Continue reading How to Register a Patient?
Category: Documentation
Creating an Offer
The Offer section is where you can prepare price quotes to send to your customers. You can create quotes for treatments, hotels, transfers, and additional products, and export these quotes as PDFs or send them directly from the system. Definitions: Choose a Patient: This is the field where you select the customer for whom… Continue reading Creating an Offer
How to Add a Product?
Contents Adding Surgery Adding Hotel Adding Transfer Adding Other Products Adding Surgery: Firstly, you need to add a hospital from the Partners -> Hospitals section for surgery sales. Then, you should add a doctor by clicking the Add button on the Users page. If you are not making a sale specific to… Continue reading How to Add a Product?
Adding a User
Users -> Click on the Users menu. Click on the Add User button in the top right corner. First, define the user’s name, email address (to be used for system login), phone number, and password. Then select the user’s role within the system. If you want to include our user in any group, you can… Continue reading Adding a User
User Roles
Admin: A user with full access to the system. System administrators can define top-level company officials as admins. Moderator: A lower-level authority under the admin. While they have access to almost all areas, there are a few restrictions on some different areas. Accounting: This user can access screens such as the approved treatment plan, invoices,… Continue reading User Roles
User Groups
With user groups, you can group your entire team to ensure smoother operations. Let’s take a look at how user groups can be used through example scenarios; Let’s assume you have two sales teams working simultaneously. One sales team will deal with English-speaking customers, while the other team will deal with Arabic-speaking customers. You created… Continue reading User Groups
Accounting Definitions
From the accounting section, you can enter deposit and general payment entries and make refund entries for all your patients, as well as keep track of your cash register report. Definitions: Accounting Screen: You can track all your patients and balances from the accounting screen. Cash Movements: You can see all the… Continue reading Accounting Definitions
Deposit Pending Payments
In the Deposit Pending Payments section, you can see all of your patients whose sales status has been marked as Deposit Pending. Your payment approval unit can enter the payment received for the patient by clicking the “Payment” button in this section.
Partner Hotel Addition
Open the Hotels page from the Partners in the main menu. Click on the Add button in the upper right corner. Enter the name, phone number, and address of your hotel. Click on the Save button to complete the process. If you want to edit the hotel, click on the Edit button on the right… Continue reading Partner Hotel Addition
Adding a Partner Hospital
Open the Hospitals page from the Partners in the main menu. Click on the Add button at the top right corner. Enter the name of your hospital. Click on the Save button to complete the process. If you want to edit the hospital later, click on the Edit button on the right side of the… Continue reading Adding a Partner Hospital