Edit Medical Practice Go to Settings > Medical Practices. 2. Search for the practice you want to deactivate using filters such as Specialty, ID, or Generic Name. 3. In the Actions column, click the Edit button for the selected practice. 4. Within the form, you can add or modify the Custom Name, Custom Code, and […]
Activate/Deactivate Medical Practice Go to Settings > Medical Practices. 2. Search for the practice you want to deactivate using filters such as Specialty, ID, or Generic Name. 3. In the Actions column, click the Edit button for the selected practice. 4. To deactivate the practice, uncheck the Active box. 5. To activate it, follow the […]
Edit Professionals Go to the Professionals section. 2. Search for the professional you want to edit. 3. In the Actions column, click Edit. 4. Modify the professional’s information within the profile, such as name, nationality, document type, and others. The email address cannot be changed. 5. Once the fields are updated, click Save Professional. 6. […]
Activate/Deactivate Professionals Go to the Professionals section. 2. Search for the professional you want to activate or deactivate. 3. In the Actions column, click Activate to enable the professional or Deactivate to disable them. Note that a professional with assigned appointments cannot be deactivated; make sure they have no assigned appointments before proceeding. 4. You […]
Search Professional Go to the Professionals section. 2. Fill in the available fields such as ID, Last Name, First Name, Email, Professional Type, among others, and click Search. 3. Once the search is complete, click Clear to reset all search fields. 4. Alternatively, you can search for the professional directly from the Last Name, First […]
Create New User – Professional Go to Settings > User Management. 2. Click + Create User. 3. Fill in the required fields: Email, First Name, and Last Name. 4. Assign at least one medical procedure to the professional; this is required for the creation to be completed successfully. 5. Once you have selected the procedure(s), […]
View Professionals’ Route Sheet Go to the Roadmap section. 2. Fill in the required fields Professionals and Date. 3. Then, click Filter. 4. You’ll see a map displaying the locations of appointments with a Completed status. Use the buttons on the right side of the screen to navigate the map. 5. Click the map pin […]
Reassign Appointments in a Request Go to the Appointment reassignment section. 2. Within the Appointment Reassignment section, you must follow a series of steps to reassign appointments correctly. Complete the required date range fields (From/To) and, if you wish, apply optional filters such as Professional, Request, Practices, or Patient. 3. Then press Search. 4. Select […]
Edit Practices in a Request Go to the Requests section. 2. In the Actions column, click the Edit button. 3. Go to the Practices/Modules panel and find the procedure you want to modify. Click Edit in the corresponding Actions column. 4. Make the necessary changes and click Save Practice. 5. If needed, you can also […]
Assign Schedule to a Professional and View Calendar Go to the Requests section. 2. In the Actions column, click the Assign Schedule button. 3. Once inside, in the Procedures/Modules panel, in the Actions column, click Edit on the procedure you want to assign. 4. Next, click Assign Professionals. 5. Assign a professional to each appointment […]
