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PRE/Integrator

Starting from lead entry to payment collection Status responsible for -

  1. Created
  2. Followup
  3. Disqualify
  4. Confirm
  5. Paid
  6. Partially Paid

11 Things A PRE/Integrator should test​

  1. Patient Registration
  2. Adding Booking
  3. Adding Service, Equipment Sale | Rental, Labs
  4. Checking Provider Availablity & Pincode Service Check
  5. Rate Cards
  6. Extend flow
  7. Discount Flow
  8. Credit Flow
  9. Payment Options - Full Payment/Partial Payment (Online | Cash | NEFT)
  10. Updating Status
  11. Patient Whatsapp Communication - Payment Link