The Family Portal is integrated with the patient portal, functioning similarly to an e-commerce site for product management. Data from the Family Portal is displayed across various menus within the patient portal.
- Home Visit
The Home Visit menu allows patients to purchase home visit services directly through the patient portal.
Adding a New Home Visit
Click the Add New button to open a modal.
Select the service name, service name come from Settings > Account Settings > Subcategory. The price will automatically populate based on the selected subcategory.
Upload an image of the service, which will be displayed in the patient portal.
Click Submit to save the home visit.
Editing a Home Visit
To edit a home visit, click the Action option and select the Edit icon.
This will open an edit modal where you can update the service details.
Make the necessary changes and click Update.
Deleting a Home Visit
To delete a home visit, go to the Action option and click the Delete icon.
- Procedure
The Procedure section functions similarly to the Home Visit section, allowing patients to purchase various procedures through the patient portal.
Adding a New Procedure
Click the Add New button to open a modal.
Select the procedure name from Settings > Account Settings > Subcategory. The price will automatically populate based on the selected subcategory.
Upload an image of the procedure, which will be displayed in the patient portal.
Click Submit to save the procedure.
Editing a Procedure
To edit a procedure, click the Action option and select the Edit icon.
This will open an edit modal where you can update the procedure details.
Make the necessary changes and click Update.
Deleting a Procedure
To delete a procedure, go to the Action option and click the Delete icon.
- Allied Health
Same to Home Visit and Procedure
- Pharmacy
Same to Home Visit and Procedure
- Diagnostic Lab
Same to Home Visit and Procedure
- Instrument Rent
Same to Home Visit and Procedure
- Promo Codes
You can create promo codes here, which users can apply in the patient portal during checkout to receive a discount.
Adding a New Promo Code
Select the service name from Settings > Account Settings > Subcategory.
The promo code will be automatically generated, but you can change it if needed.
Input the discount amount, which will be deducted from the total amount.
Specify the start and end dates for the promo code validity.
Click Submit to save the promo code.
Editing a Promo Code
Click the Action option and select the Edit icon.
This will open an edit modal where you can update the promo code details.
Make the necessary changes and click Update.
Deleting a Promo Code
To delete a promo code, go to the Action option and click the Delete icon.
- OPD Schedule
The OPD schedule is used for Doctor OPD scheduling. Here, you can add the full schedule for doctors, which will be displayed on the patient portal. Users can also create OPD schedules.
Creating an OPD Schedule
Select the doctor from Settings > Doctor Database.
Choose the visit type (center visit or online).
Input the days and times the doctor is available (you can add multiple days and times).
Add the per-patient time, which automatically calculates the visit amount or the number of patients the doctor can see.
Click Submit to save the schedule.
Editing an OPD Schedule
Click the Action option and select the Edit icon.
This will open an edit modal where you can update the schedule details.
Make the necessary changes and click Update.
Deleting an OPD Schedule
To delete an OPD schedule, go to the Action option and click the Delete icon.
- Agreement Text
The agreement text will be displayed in the form agreement body. You can add and manage this text to be shown in various forms.
Creating an Agreement Text
Click the Add Agreement button.
Input the agreement name and click Submit.
Once the agreement text is added, select the agreement name.
Input the agreement text and click Update to save it.
