CRM Modules

	CRM Modules and Checks	Created 1-30-20	Column3	Revised 1-30-20
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2	TOOL BAR AND DASHBOARD SECTION
3	Home2
4	1. When log into CRM, this will default to the home2 page. This is key dashboard items and graphs, reports that give a quick look at the key areas of attention
5	2. We use the home2 page as the primary page to load because it has minimual data to load and will load quicker than the Dashboard- Home page section.
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8	Dashboard- Home
9	1. This is the main Home section that will give you majority of all primary department modules and key graphs to check and verify the status of department modules
10	2. This is used for Business Interllegance to be able to determine key department modules, automation is working
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13	Employee
14	1. New Candidates are added to this section as Candidates
15	2. New Candidate are converted to New Employees
16	3. Creates Active Directory, email, user login user name and password, crm access, webmail, dashboard, assigne phone extension
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19	Patient Module
20	1. New patients are enetered into the new patient module
21	2. Patient BT information is imported into the CRM patient module based upon predetermine rules. I.e email added or changed, phone, workflow, account groups, etc… These create automation
22	3. Workflows send patients an doctors notification on the order and the order status by fax, dialer calls, text sms and emails base upon predetrine rules
23	4. This module has its own dashboard on the left side view pane
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26	Calendar
27	1. Used for staff to set calendar notifications and reminders
28	2. BT scheduler imports into CRM calendar module and creates automation base upon predetermied rules. I.e. follow up, mask guarantee, compliance
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31	Doctors
32	1. Doctors are imported from BT into CRM doctor module
33	2. Doctors receive fax notifications based upon predetermine rules.
34	3. We have the ability to Do not fax or DNF, this will disable all fax automation for the selected doctor
35	4. Doctor portal, doctors have the ability to log into the doctor portal similar to patients portal
36	5. This module has its own dashboard on the left side view pane
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39	Documents
40	1. Inbound faxes, email, out bound faxes, etc.. Are stored in the documents section of the CRM documents module
41	2. Documents module have the ability to outbound fax out, assign to patients to the patient portal and doctor portal
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44	Tickets
45	1. Tickets are created for tracking, to-do actions, follow up, the Ticket module is used to track, measure and complete department assigned tasks.
46	2. Tickets are created from pre determine automation, inbound emails to specific emails will create tickets assigned to deparment/ groups.
47	3. Tickets are used to complete tasks, update ticket comments and ticket comments if the patient is assigned to the ticket will create a BT patient note from Jade
48	4. This module has its own dashboard on the left side view pane
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51	Our Sites
52	1. Website and url links to approved websites
53	2. Add new apporived website (white list) to the correct folder
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56	InboundFax
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60	SMS Notifier
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65	Inbound SMS
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70	Dialer Manager
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80	UNDER THE "ALL" SECTION
81	MARKETING & SALES
82	Campaigns
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84	Leads	Not used
85	Leads are potintal new customers, create a lead when you have a potiental sale, then when it’s a confirmed sale new customer lead is converted into new patient
86	Patients	See above
87	Doctors	See above
88	Opportunities
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90	Quotes
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92	Invoice
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94	Sales Order
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97	SUPPORT
98	Fax Templates
99	ImportReport
100	Outbound Fax
101	Insurance
102	Voicemail
103	JoiPBX CDR
104	SMS Templates
105	Email Templates
106	Dialer Manager
107	Inbound SMS
108	Tickets
109	FAQ
110	Projects
111	Service Contracts
112	SMS Notifier
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114	INVENTORY
115	Assets
116	Products
117	Services
118	Price Book
119	Vendors
120	Purchase Order
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123	TOOLS
124	Joibiz vCOO Tasks
125	HRM Log
126	HRM Email Templates
127	Callback Manager
128	Insurance Details
129	Agent
130	Home2
131	Patient Notes
132	Payroll
133	Employee
134	RSS
135	Our Sites
136	Leave
137	HRM
138	Inbound Fax
139	Mail Manager
140	Calendar
141	Documents
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144	ANALYTICS
145	Reports
146	JoiBiz Premimum Reports
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154	AUTOMATION FROM BRIGHTREE
155	Billing call in questions- BT billing call in questions creates patient note in CRM, then automation created ticket assigned to patient pay
156	Clinical call in questions- BT clinical call in questions creates patient note in CRM, then automation created ticket assigned to clinical
157	Pressure Change BT note- creates Patient note in CRM, then automation created ticket assigned to compliance
158	Pressure Liter Chenge BT note- creates Patient note in CRM, then automation created ticket assigned to compliance
159	Complex Follow Up BT note- creates Patient note in CRM, then automation created ticket assigned to clinical