User Profile

Profile Information
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Account Status
Status: Active
Role: -
Personal Information

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Security Settings

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System Settings

Settings Categories
System Configuration Roles Management Permissions Library User Management Lead Assignment Rules Lead Follow-up Strategy Doctor Management Schedule Management Office Locations Data Management System Preferences Notifications
System Configuration
Business Settings
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Roles Management
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Total Roles

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System Roles

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Custom Roles

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Active Assignments

Role Name Code Type Users Data Scope Permissions Status Actions
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Permissions Library
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User Management
 User Email Role & Permissions Status Created Last Login Actions
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Data Management
Backup Settings
Data Retention
Legal requirement may vary by jurisdiction
Data Export
Lead Assignment Rules Management

Configure automatic rules for assigning new leads to sales representatives based on various criteria.

Active Assignment Rules
Rule Name Trigger Conditions Assignment Method Assigned To Status Actions
No assignment rules configured yet
Default Assignment Settings
Assignment Notifications
Lead Follow-up Strategy Management

Configure automated follow-up schedules and strategies for different lead types and statuses.

Follow-up Templates & Strategies
Template Name Trigger Type Delay Contact Method Status Actions
No follow-up templates configured yet
Default Follow-up Settings
Follow-up Actions
Doctor Management

Manage doctors, their specializations, and availability for appointments.

Registered Doctors
Name Specialization License Number Contact Status Actions
No doctors registered yet
Doctor Profile Settings
Available Specializations
Fertility Specialist Reproductive Endocrinologist Gynecologist Urologist General Practitioner
Schedule Management

Configure doctor schedules, working hours, and availability for appointments.

Schedule Templates
Doctor Office Date Start Time End Time Max Appointments Status Actions
No schedules configured yet
Working Hours Settings
Appointment Settings
Office Locations Management

Configure clinic office locations, rooms, and facilities for appointments and treatments.

Office Locations
Location Name Address Contact Info Rooms Status Actions
No office locations configured yet
Room Management
Room Name Location Room Type Capacity Equipment Status Actions
No rooms configured yet
Default Location Settings
Location Features
System Preferences
Display Options
Notification Settings
Email Notifications
SMS Notifications
Notification Timing
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Audit Trail

System operation records and compliance monitoring

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Total Actions

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PHI Access Events

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Failed Actions

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Active Users

Filter Options
Audit Logs
Time User Action Table Record ID PHI IP Address Status Actions
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Dashboard

Total Patients

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Active Treatments

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Today's Appointments

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Success Rate

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Recent Activity
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Upcoming Appointments
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Patient Management

Patient ID Name Date of Birth Phone Email Language Status Actions
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Lead Management

Total Leads

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New Leads

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Qualified

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Converted

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Name Contact Source Status Priority Language Assigned To Next Follow-up Actions
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Appointment Management

Today's Appointments

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Scheduled

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Completed

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No Shows

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Date & Time Patient Type Office Doctor Duration Status Room Actions
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Treatments

Total Treatments

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Consultations

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Active Treatments

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Completed

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Treatment Records
Patient Treatment Type Cycle Status Start Date End Date Outcome Cost Actions

Reports & Analytics

Total Leads

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All time
Conversion Rate

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This month
Active Leads

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In pipeline
Monthly Growth

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vs last month
Leads by Status
Leads by Source
Leads Over Time
Performance by User
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Conversion Funnel
Lead Quality Score
Detailed Performance Report
User Total Leads New Qualified Converted Conversion Rate Avg. Days to Convert Performance
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