How to Use
How to add Staff Members?
- Enter First Name
- Enter Last Name
- Enter Email
- Enter Home Address of the Staff Member
- Enter the City of the Staff Member
- Select the State from the drop down
- Enter Zip Code
- Choose any custom color you wish to give to a specific staff member and then Click on “Add Staff Member” button
Once you add the Staff Member, that staff member will show in your Staff Members list
How to add Staff Members in Bulk?
Click on the “Export Example CSV” this will download the sample CSV where you need to enter the staff member details which you have entered for Individual staff member creation
This is how the sample CSV is going to look. You can add multiple staff members’ details here so they can be added in bulk. Once you are done entering all the details, download it back in CSV format.
After that, click on “Upload Staff in Bulk.” This will allow you to select the file from your device. Then, you can select the CSV you have downloaded with all the staff details. After it is uploaded, a successful message will be displayed, and all the members added in the CSV will show up in the staff members list.
How to add Patients or Company?
Choose the Toggle button to select if you want to add a Patient or a Company
Adding Patient
- Enter First Name
- Enter Last Name
- Enter Patient Email
- Enter Home Address of the Patient
- Enter the City of the Patient
- Select the State from the drop down
- Enter Zip Code and then click on “Add Patient”
Once you are done adding a patient, that patient will show up in the added Patient List.
Adding Company
- Enter Company Name
- Enter Company Email
- Enter Company Address
- Enter the City of the Company
- Enter number of patients registered under company
- Select the State from the drop down
- Enter Zip Code and then Click on “Add Company”
How to add Patients in Bulk?
Click on “Export Example CSV.” This will download the sample CSV where you need to enter the patient details that you have entered for individual patient creation.
This is how the sample CSV is going to look. You can add multiple patient details here so they can be added in bulk. Once you are done entering all the details, download it back in CSV format.
After that, click on “Upload Patients in Bulk.” This will allow you to select the file from your device. Then, you can select the CSV you have downloaded with all the patient details. After it is uploaded, a successful message will be displayed, and all the patients added in the CSV will show up in the patient list.
How to add Companies in Bulk?
Click on “Export Example CSV.” This will download the sample CSV where you need to enter the company details that you have entered for individual company creation.
This is how the sample CSV is going to look. You can add multiple company details here so they can be added in bulk. Once you are done entering all the details, download it back in CSV format.
After that, click on “Upload Companies in Bulk.” This will allow you to select the file from your device. Then, you can select the CSV you have downloaded with all the company details. After it is uploaded, a successful message will be displayed, and all the companies added in the CSV will show up in the companies list.
How to reassign the locations to Staff Members?
- Go to Map View
- Click on the List View icon. Click the green pencil on the far right, under Actions, to edit
On clicking “Edit,” a popup will appear allowing you to reassign the location to other staff members. Click on “Select Staff Member,” and it will show the list of all staff members to whom you can reassign the location of the patient or company.