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Set up

Setting up an application is the process of installing, configuring, and customizing software or systems to ensure they work as intended. It involves tailoring the application to specific needs, setting user permissions, and preparing it for use, ensuring a smooth and effective operation.

Note: All Fields marked with * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing.

User Login

The User Login on the top right corner of the software contains the following features:

  • My Profiles
  • Roles and Permissions
  • Organization Settings
  • Billing
  • Log Out

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My Profiles

The user can update the Profile information under My Profiles option. Update the required fields, upload the Profile image and click Save option.

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Roles & Permissions

The user can give permissions to the respective Role of the Employee. Select and Role and choose the permission to be given for the Role.

  • Mobile App Permissions
  • Web Permissions
  • Report Permissions

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Please find the list of permissions for all the features in the application. Click on the + button to view all the permission for each Tab.

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Dashboard

The Dashboard Permissions can be given to the employee by using the option Dashboard under Roles and Permissions. Mark the Permissions to be given to the employee and Click Save option.

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Employee

The Permissions for the Employee to access the application can be given under the Employee option in Roles and Permissions. The user can select the checkbox to give access to only view, Add/Update the information in the application and also to Delete the records for the Employees.

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Patient

The Permissions for the Employee to access the Patient details can be given under the Patient option in Roles and Permissions. The user can select the checkbox to give access to only view, Add/Update the information in the application and also to Delete the records for the patient.

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Masters - Settings

The Permissions for the Employee to access the Settings can be given under the Masters option in Roles and Permissions. The user can select the checkbox to give access to only view, Add/Update the information in the application and also to Delete the records in the application.

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Referral Tracking -  Prospects

The Permissions for the Employee to access the Prospects can be given under the option Referral Tracking in Roles and Permissions. The user can select the checkbox to give access to only view, Add/Update the information in the application and also to Delete the records in the application.

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Organization Settings

The user can update the Organization information under Organization Settings. It has features like Logo Settings, Invoice Settings, Billing Settings etc.

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Billing

The Billing option gives us information about the list of Invoices generated in the software.

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Log Out

By clicking the "Log Out " button, the user can prevent unauthorized access to the account, reducing the data breeches and maintaining online privacy.

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Hide Features

The four line in the Dashboard is used to hide the Feature names in the Dashboard screen.

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Now, the Features name is not visible in the Dashboard screen and we can work in the large screen.

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Notification

The Notification Bell option represents to Notify messages in the system.

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Care Type

The user can choose the type of care by using the dropdown option on the top right corner in the software.

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