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Overview

RoleResponsible Screens
PRE/IntegratorBooking
PRE/IntegratorAdding SKU's, Orders & Assessment
PRE/IntegratorSharing Link to Patient (Estimation, Consent & Payment)
PRE/IntegratorStatus - Created, Repeat Followup, Disqulify, Confirm, Paid, Partially Paid
PRE/IntegratorRequesting for Discount Approval if required
PRE/IntegratorRequest for Credit Approval if required
PRE/IntegratorRequest for Refund Approval if required
Service DeliveryAssign Assessment to respective provider
Service DeliveryAdding & Maintaining Provider Calendar
Service DeliveryAssing appointments (fulfillments to respective provider)
Service DeliveryCompleting Fulfillments Manually if provider doesn't checkout
Service DeliveryRequesting for Refund (Cancel)
Service DeliveryPending QA Status to be Changed to Completed, after checking all the fulfillments and debit log
Service DeliveryStatus - Paid, Partially Paid, Service In Progress, Pending QA, Completed
Billing TeamMonitors Debit/Credit Log
Billing TeamCollection for Borrowed Credit
Billing TeamApprovals for Refund
Billing TeamMonitors System Generated Invoice
Unit HeadApproves/Reject Discount, Borrowed Credit & Refund in Booking Page
CorporateApproves/Reject Discount, Borrowed Credit & Refund in Booking Page
SCMViews Sales Order
SCMCompletes the fulfillment against sale order (Delivering of device)