Work sequence
Prepare branch and team information.
Check the code, name, and contact information of the new branch. Then assign users and roles according to their duties. before giving the trial team access to the work required
Check items for service.
Review products, courses, prices, and sales by branch. along with relevant stock information and rights So that the team can open the service with the items that are correctly set.
Test work and compare reports.
Use hypothetical data to test from appointments to money receipts and reports. Choose the same branch and time period to compare results. along with specifying the person responsible for the data before actually opening it
Things that should be checked before continuing work.
Information and rights of the branches that have been checked. Items available Experimental results from appointment to report and the person responsible for the information before opening it
Scope of the sample
Shared information and cross-disciplinary boundaries depend on the clinic's system setup.
Frequently asked questions
Can I use the same sales list as the original branch?
The new branch's item, price, stock and related permissions settings should be checked first.
Test anything completely before opening.
Experiment from making appointments, opening files, selling, using services, receiving payments, and closing balances with roles that will actually be used.