This tab displays the clinic's partners, if any. Partner is a special status of the system user. It means that this person, who works in another institution, has referred their client to your clinic to perform certain procedures.
Here’s an example. The patient comes to your clinic to make a CT scan at the referral of the doctor Larisa Lapshina. In this case, the order of action is as follows:
1. The receptionist at the front desk creates an appointment, making a note: From: Larisa Lapshina.
2. If Larisa Lapshina is not on the list of your partners, in the Partners tab, click "Add Partner" and fill in the information about them and specify the commission earned by the partner from each study they referred their patient to. You also have to create a username and password for the partner and give them the authentication data they will use to enter the system in guest mode.
3. After the study is completed, the doctor of the clinic to whom the patient is referred, should designate Larisa Lapshina as a partner in this appointment. By this time, the partner should be included in the database.
The clinic employee learns that a patient comes from a partner either from the schedule, from the patient's physical referral, or from the receptionist. Upon completion of the appointment, the partner will be credited based on the cost of the service and the partner will be able to view the results of this study in their personal dashboard.
Partners Tab Includes a list in which you can see:
1. Partner's full name
2. The clinic they work in
3. Partner's phone number
4. The number of completed appointments they were involved in
5. Total (total cost of all appointments they are involved in)
6. Unpaid (total amount of funds marked as “Unpaid”)
Studies. Here the administratorr marks appointments paid or scheduled to be paid to the partner.
That is, the appointments that have the UNPAID status in this tab are summarized in the "Unpaid" column in the PARTNERS tab. If all appointments have the status "Paid", the total amount in the "Unpaid" column will be 0.
1. PARTNER EDITING
Clicking on partner name in the tab opens the edit partner window where any data can be changed.
2. PARTNER’S PERSONAL DASHBOARD
In the system, the partner will have access to those tabs that will be selected in the WORKPLACE MANAGEMENT / ACCESS LEVELS section
Using their personal dashboard, the partner can view personal information, statistics of their referrals under their name, and the history of studies.
In the HISTORY section, a partner can view the studies in which they appear as a partner, and also see the status of each study - whether the commission they claim to have received has been transferred to them.
