Basic dictionaries: Difference between revisions

From Alpaca Medical Manuals
Created page with "Back to Onboarding To start using Alpaca you have to fill basic dictionaries: ==Patient sources== Answers to question "Where did you learn about our clinic" ==Cabinets== Rooms in your clinic, both medical and administrative (warehouse, reception etc.) that you plan to use in your schedule. Every room belongs to specific organization (or sniff). Checkbox '''unlimited''' should be set if you don't want to check if the room is already occupied when opening a sche..."
 
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Latest revision as of 08:58, 13 December 2024

Back to Onboarding

To start using Alpaca you have to fill basic dictionaries:

Patient sources

Answers to question "Where did you learn about our clinic"

Cabinets

Rooms in your clinic, both medical and administrative (warehouse, reception etc.) that you plan to use in your schedule.

Every room belongs to specific organization (or sniff).

Checkbox unlimited should be set if you don't want to check if the room is already occupied when opening a schedule for a doctor.

Employee statuses

Vacation, business trip etc. - statuses that you can use in schedule to track when your employees are not at work.

Touch types

Types of communication with your clients - Incoming calls, WhatsApp etc. You can set task types that will be set automatically for Incoming and outgoing calls, lead forms and online booking.

Touch Results

Results of touches - how this conversation with the patient ended. Common options - appointment, different types of refuses, reschedule, service calls etc.

Task types

Types of tasks to be used for filtering in task list.

Price types

Types of prices to be used in the system. Price type is set for the patient, and he will get prices from this column. Prices are set inside Employee=>Services for each service and each price type.