Identification and health information required on the job.
Record HN name, contact information, and personal information required by the clinic. Complete with information on drug allergies and existing medical conditions. Help the team have information before starting the service. This information is recorded by the clinic and must be updated.
Store the channel by which the customer knows the clinic, such as the channel the team selects on the form. For use in tracking and viewing the overall picture of customer sources.
Open the file and proceed with many tasks.
| Things to check | Data continued from the customer file. |
|---|---|
| What rights does the customer have? | Courses purchased, remaining amount, and history of use |
| When is the next appointment? | Appointments and related service information |
| What money still needs to be managed? | Bill, outstanding balance, Wallet and deposit. |
| What did you record last time? | Medical history, records, documents, and images |
| Is there a discount or referring a friend? | Coupons or discount rights held and information about the refer-a-friend program that is enabled |
The team can access information and make transactions according to the permissions of the received branch. Opening the same file does not mean that all roles can see financial information or edit documents equally.
Let's start with the information the clinic has.
Support for importing customer lists with template-based files. There are steps to view data before importing. Check for patterns and potentially duplicate entries. and shows the rows that were unsuccessful in importing so that you can go back and edit them. Supported customer data is exported for further review and preparation.
For history from the old system. Prepare a sample file and initial balance to determine what data can be imported and what needs to be added. See instructions on how to prepare your data on the getting started page.
From searching files to the next task.
Verify customer identity:
Search and check HN, name, and contact information before opening an item.
Prepare service:
Review health history, appointments, and required course rights.
Save and continue following:
Open related services, documents, or finances. Then keep the results with that customer's file.
Frequently asked questions
Can I collect personal disease and drug allergy information?
Yes, there is health information on file for recording medical conditions and drug allergies. Teams should validate with customers and adjust information as changes occur.
Does the imported customer data cover all history from all systems?
The imports described on this page are customer data based on supported templates, while legacy OPD, money history, courses, and default balances must be evaluated in separate file formats before scoping the move.
Is the way customers know about the clinic through the automated advertising system?
is channel information saved in a file Can be used to view the source of customers. This information does not yet indicate advertising costs. Advertising returns or cross-platform tracking
Do all employees see the same amount of information in the file?
Viewing and editing data depends on role, permissions, and branch scope. Service information, documents, and finances have work scopes that must be defined to suit the duties.