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- Step 1: Define User Roles:
- Create user roles for different categories of users within your system (e.g., Associate, ANM, Medical Officer).
- Assign specific permissions to each role based on their responsibilities.
- Associates might need permission to initiate calls, collect video consultation preference, and manage basic appointment scheduling (if allowed).
- ANMs and Medical Officers will have access to initiate video consultations with beneficiaries who have consented.
- System administrators would have full access to manage user accounts, configure settings, define roles and permissions, access reports, and troubleshoot technical issues.
Appointment Management:
- Step 1: Define Scheduling Rules:
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Content Management:
- Step 1: Edit SMS Templates:
- Access the SMS template editor within the admin module.
- Edit existing templates or create new ones for different purposes:
- Appointment confirmation with date, time, platform, and meeting link.
- Reminder message with details and a link to join the call.
- Cancellation notification with apology and rescheduling options.
- Personalize templates with greetings, clinic names, or local language options.
- Create separate templates for different stages (confirmation, reminder, cancellation).
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