Doc Summary
This section allows you to manage Tele Health services comprehensively. You can create customized Tele Health packages, manage subscribed patients, generate invoices dynamically, and produce various dynamic reports.
1. Tele Health Setting #
Here, you can create new packages and manage existing ones.
Steps to Create a New Package:
Click on the Add Package button.
Enter the Package Name.
Input the From Time and End Time (these times are related to the patient portal access).
Set the Price for the package.
The package will be created as a subcategory, and you can generate invoices using the service name and price.
2. Subscriber #
Manage your subscribed patients easily.
Steps to Add a Subscriber:
Click on the Add Subscriber button.
Select the Patient Name.
Choose the Package.
Input the Activation Date.
Click Submit to add the subscriber.
Invoice Generation and Payment:
Upon submission, an invoice is created.
If the patient pays online, they are automatically added as a subscriber.
For offline payments, the invoice must be paid in the Due Invoice section. Navigate to Account > Invoice > Due Invoice and click the Pay button.
Automatic Functions:
Each subscriber has a one-month due payment period.
Three days before the due date, a reminder email is sent.
If the payment is not made, the patient moves to the Payment Pending section.
Editing or Upgrading a Subscriber Package:
Click the Edit icon next to the subscriber’s name.
Update the necessary information.
Click Update to save changes.
Deleting a Subscriber:
Click the Delete icon next to the subscriber’s name.
I. Due Invoice #
Here you can find all due invoices. You can pay or delete invoices as needed.
II. Payment Pending #
When a subscriber’s payment due date has passed, they appear here. You can renew the subscriber’s package and update their status.
3. Report #
Generate and customize reports for Clinic services.
Steps to Generate a Report:
Click on the Get Report button.
Input the From Date and To Date for the desired report period.
Click Generate to view the report.
