doctors desktop

Download Doctors Desktop

Post on 07-Dec-2014

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Founded in 2009 with a mission of improving access to healthcare, DoctorsBooking is a free service that allows patients to find a nearby doctors , see their real-time availability, and instantly book an appointment

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  • 1. MANUAL TO DOCTORS DESKTOP - VERSION 3.1 TOPICSPAGE #1. MANAGING YOUR ACCOUNT21.1. CREATING / UPDATING YOUR PROFILE31.2. CREATING YOUR ONLINE WORKING SLOTS41.3. MANAGING NOTIFICATION SETTINGS52. MANAGING APPOINTMENTS62.1. UNDERSTANDING MY CALENDAR (GENERAL TERMS)72.2. CREATING APPOINTMENTS82.3. CANCELLING APPOINTMENTS92.4. RESCHEDULING APPOINTMENTS93. LOCKING / UN-LOCKING A DAY (HOLIDAY MANAGEMENT)104. REPORTING114.1. APPOINMENT REPORTS114.2. SMS USAGE REPORT114.3. PAYMENT TRACKER115. UPGRADE / ADDON PURCHASESwww.doctorsbooking.com | info@doctorsbooking.com12

2. MANUAL TO DOCTORS DESKTOP - VERSION 3.1 1. MANAGING YOUR ACCOUNT 1.1. On successful registration and approval of your profile on at DoctorsBooking.com, you will be emailed your account credentials. 1.2. Your login URL is: http://doctorsbooking.com/premium/desktop/ 1.3. For misplaced passwords use forgot pass option, your password will be emailed to your registered email-ID 1.4. By logging into your account you will be able to control and manage your entire profile, schedules and settings.NOTE : Ensure you select the correct account type for Logging Aswww.doctorsbooking.com | info@doctorsbooking.com 3. MANUAL TO DOCTORS DESKTOP - VERSION 3.1 1.5. 1.5.1.CREATING / UPDATING YOUR PROFILE Go to Settings menu and click on Public Profile1.5.2. 1.5.3. 1.5.4.You may edit any necessary fields and click SAVE to update Your updates may take 24 hours to synchronize. Changes to First Name, Last Name, Specialization & IMR fields are restricted.www.doctorsbooking.com | info@doctorsbooking.com 4. MANUAL TO DOCTORS DESKTOP - VERSION 3.1 1.6. 1.6.1. 1.6.2.CREATING YOUR ONLINE WORKING SLOTS Go to Settings menu and click on Online Open Slots Your weekly calendar view is open, broken to time slots as defined in your Public Profile1.6.3.You can open a slot for online booking by clicking on the slot.1.6.4. 1.6.5.Once active the slot turns into a blue box To close an activated slot, all you need to do is click on it again. NOTE : Online patients can only view & make appointments on open slotswww.doctorsbooking.com | info@doctorsbooking.com 5. MANUAL TO DOCTORS DESKTOP - VERSION 3.1 1.7.MANAGE NOTIFICATION SETTINGS We have integrated email and SMS notifications for all actions made on your profile. We also provide you the control to determine what type of notifications you receive for various actions performed. By default your account notification settings are as under1.7.1. 1.7.2.To manage your notification go to Settings menu and click on Notification Settings Remember to save your settings! NOTE : SMS notifications are sent only if your account has SMS credit balancewww.doctorsbooking.com | info@doctorsbooking.com 6. MANUAL TO DOCTORS DESKTOP - VERSION 3.1 2.MANAGING APPOINTMENTS The admin module allows you to manage both internal (Appointments made by you) and external (Online appointments) . Which includes activates like creating, cancelling, rescheduling appointments. These activities are done on your main desktop page.www.doctorsbooking.com | info@doctorsbooking.com 7. MANUAL TO DOCTORS DESKTOP - VERSION 3.1 2.1. UNDERSTANDING MY CALENDAR (GENERAL TERMS) 2.1.1. Clicking on Desktop menu from your top menu bar will take you to your schedules calendar2.1.2.Terms to understand Navigational buttons: buttons to change calendar views to previous day, next day and current day. Date Zone : Shows the date to which you calendar is been set Time Zone : Shows the time, broken to time slots as defined in your Public Profile Empty Calendar Slot: Free time slot on your calendar. Internal appointment: Appointments created through the doctors admin module. Shown in blue blocks External Appointment: Appointments created online by patient. Shown in red blocks.www.doctorsbooking.com | info@doctorsbooking.com 8. MANUAL TO DOCTORS DESKTOP - VERSION 3.12.2. CREATING APPOINTMENTS 2.2.1. Click on Desktop menu from your top menu bar. 2.2.2. Select your appropriate day and click on an empty calendar slot on you calendar. 2.2.3. This will trigger an a pop-up window as below.2.2.4.Enter the patient info and clickyour appointment is created!NOTE: Online appointments are auto synchronized with your schedules automatically every 15 minutes and every time a new internal activity request is made.www.doctorsbooking.com | info@doctorsbooking.com 9. MANUAL TO DOCTORS DESKTOP - VERSION 3.1 2.3. CANCELLING APPOINTMENTS 2.3.1. Click on Desktop menu from your top menu bar. 2.3.2. Navigate and search the appropriate appointment slot you want to cancel. 2.3.3. Click on the RED or BLUE appointment block. 2.3.4. The confirm cancel window appears.2.3.5.Click YES to cancel the appointment.2.4. RESCHEDULING APPOINTMENTS 2.4.1. Internal appointments can be rescheduled by dragging it to an empty slot2.4.2. External appointment cannot be rescheduled! Note : external appointments (IN RED) can only be cancelledwww.doctorsbooking.com | info@doctorsbooking.com 10. MANUAL TO DOCTORS DESKTOP - VERSION 3.1 3.LOCKING / UN-LOCKING A DAY (HOLIDAY MANAGEMENT) You can lock days to block it from having any appointments. This would be an idle way to manage your holidays on the system.3.1.1. 3.1.2. 3.1.3.Click on Desktop menu from your top menu bar. Select your appropriate day to lock. Single click on the notification zone to lock the day. That says no appointment for this day. Note: you cannot block a day that already has an appointment.3.1.4.An popup message box will appear, asking you to confirm3.1.5. 3.1.6. 3.1.7.Click Yes to confirm lock On successful locking of the day, you will notice a blue block appear on the notification zone. To unlock a locked day, just single click on the blue block at the notification zoneNote: To block a day that has appointments, you need to first cancel all appointments for the day!www.doctorsbooking.com | info@doctorsbooking.com 11. MANUAL TO DOCTORS DESKTOP - VERSION 3.1 4.REPORTING All activities on tracked for reporting. We provide 3 separate reports for you to keep a tab on all of them4.1. APPOINTMENT REPORTS Appointment reports give you graphical and detail list of all appointments made for you. 4.1.1. Click on Reports >> Appointment reports menu from your top menu bar. 4.1.2. Details in this report: a) Appointment created date b) Online appointment or not c) Name of the patient d) Patient contact number e) Patient email Id f) Appointment date g) Whether payment was made online or not h) Additional or file #. 4.2. SMS USAGE REPORTS SMS usage reports give you graphical and detail list of you SMS credit usage. This report contains details like 4.2.1. Click on Reports >> Appointment reports menu from your top menu bar. 4.2.2. Details in this report: a) SMS trigger date b) SMS sent to (Mobile Number) c) Message sent 4.3. PAYMENT TRACKER Payment tracker helps you monitor the revenue you generated through online booking and details of transfers made from DoctorsBooking account to your personal account. This report contains details like 4.3.1. Click on Reports >> Appointment reports menu from your top menu bar. 4.3.2. Details in this report: a) Transfer amount from DoctorsBooking to your personal account b) Transfer date c) Transfer tracking ID 4.3.3. The report will also have a summary of Total Revenue generated Total transfers made Pending transfer. www.doctorsbooking.com | info@doctorsbooking.com 12. MANUAL TO DOCTORS DESKTOP - VERSION 3.1 5. UPGRADE / ADDON PURCHASES 5.1.1. Click on More menu from your top menu bar.5.1.2. The pull down will give you list of add-ons and upgrades you can do. 5.1.3. You have two upgrade options, Economy listing & Power listing5.1.4. You can also purchase additional add-on SMS credits in pack of 500, 1000, 2000 5000 Credits.www.doctorsbooking.com | info@doctorsbooking.com