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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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