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MANUAL TO DOCTORS DESKTOP - VERSION 3.1 TOPICS PAGE # 1. MANAGING YOUR ACCOUNT 2 1.1. CREATING / UPDATING YOUR PROFILE 4 1.2. CREATING YOUR ONLINE WORKING SLOTS 5 1.3. MANAGING NOTIFICATION SETTINGS 6 2. MANAGING APPOINTMENTS 8 2.1. UNDERSTANDING MY CALENDAR (GENERAL TERMS) 9 2.2. CREATING APPOINTMENTS 10 2.3. CANCELLING APPOINTMENTS 11 2.4. RESCHEDULING APPOINTMENTS 11 3. LOCKING / UN-LOCKING A DAY (HOLIDAY MANAGEMENT) 12 4. REPORTING 14 4.1. APPOINMENT REPORTS 14 4.2. SMS USAGE REPORT 14 4.3. PAYMENT TRACKER 14 5. UPGRADE / ADDON PURCHASES 15 www.doctorsbooking.com | [email protected]

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Founded in 2009 with a mission of improving access to healthcare, DoctorsBooking is a free service that allows patients to find a nearby doctors , see their real-time availability, and instantly book an appointment

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Page 1: Doctors Desktop

MANUAL TO DOCTORS DESKTOP - VERSION 3.1

TOPICS PAGE #

1. MANAGING YOUR ACCOUNT 2

1.1. CREATING / UPDATING YOUR PROFILE 3

1.2. CREATING YOUR ONLINE WORKING SLOTS 4

1.3. MANAGING NOTIFICATION SETTINGS 5

2. MANAGING APPOINTMENTS 6

2.1. UNDERSTANDING MY CALENDAR (GENERAL TERMS) 7

2.2. CREATING APPOINTMENTS 8

2.3. CANCELLING APPOINTMENTS 9

2.4. RESCHEDULING APPOINTMENTS 9

3. LOCKING / UN-LOCKING A DAY (HOLIDAY MANAGEMENT) 10

4. REPORTING 11

4.1. APPOINMENT REPORTS 11

4.2. SMS USAGE REPORT 11

4.3. PAYMENT TRACKER 11

5. UPGRADE / ADDON PURCHASES 11

www.doctorsbooking.com | [email protected]

Page 2: Doctors Desktop

MANUAL TO DOCTORS DESKTOP - VERSION 3.1

1. MANAGING YOUR ACCOUNT1.1. On successful registration and approval of your profile on at “DoctorsBooking.com”, you will

be emailed your account credentials. 1.2. Your login URL is: http://doctorsbooking.com/premium/desktop/1.3. For misplaced passwords use forgot pass option, your password will be emailed to your

registered email-ID1.4. By logging into your account you will be able to control and manage your entire profile,

schedules and settings.

NOTE : Ensure you select the correct account type for ‘Logging As’

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Page 3: Doctors Desktop

MANUAL TO DOCTORS DESKTOP - VERSION 3.1

1.5. CREATING / UPDATING YOUR PROFILE1.5.1. Go to ‘Settings’ menu and click on ‘Public Profile’

1.5.2. You may edit any necessary fields and click ‘SAVE’ to update1.5.3. Your updates may take 24 hours to synchronize.1.5.4. Changes to ‘First Name’, ‘Last Name’, ‘Specialization’ & ‘IMR’ fields are restricted.

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Page 4: Doctors Desktop

MANUAL TO DOCTORS DESKTOP - VERSION 3.1

1.6. CREATING YOUR ONLINE WORKING SLOTS1.6.1. Go to ‘Settings’ menu and click on ‘Online Open Slots’1.6.2. Your weekly calendar view is open, broken to time slots as defined in your ‘Public

Profile’

1.6.3. You can open a slot for online booking by clicking on the slot.

1.6.4. Once active the slot turns into a blue box 1.6.5. To close an activated slot, all you need to do is click on it again.

NOTE : Online patients can only view & make appointments on open slots

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Page 5: Doctors Desktop

MANUAL TO DOCTORS DESKTOP - VERSION 3.1

1.7. MANAGE NOTIFICATION SETTINGSWe have integrated email and SMS notifications for all actions made on your profile. We also provide you the control to determine what type of notifications you receive for various actions performed.By default your account notification settings are as under

1.7.1. To manage your notification go to ‘Settings’ menu and click on ‘Notification Settings’1.7.2. Remember to save your settings!

NOTE : SMS notifications are sent only if your account has SMS credit balance

www.doctorsbooking.com | [email protected]

Page 6: Doctors Desktop

MANUAL TO DOCTORS DESKTOP - VERSION 3.1

2. MANAGING APPOINTMENTSThe admin module allows you to manage both internal (Appointments made by you) and external (Online appointments) . Which includes activates like creating, cancelling, rescheduling appointments. These activities are done on your main desktop page.

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Page 7: Doctors Desktop

MANUAL TO DOCTORS DESKTOP - VERSION 3.1

2.1. UNDERSTANDING MY CALENDAR (GENERAL TERMS)2.1.1. Clicking on ‘Desktop’ menu from your top menu bar will take you to your schedules calendar

2.1.2. Terms to understand

Navigational buttons: buttons to change calendar views to previous day, next day and current day.Date Zone : Shows the date to which you calendar is been setTime Zone : Shows the time, broken to time slots as defined in your ‘Public Profile’Empty Calendar Slot: Free time slot on your calendar. Internal appointment: Appointments created through the doctors admin module. Shown in blue blocksExternal Appointment: Appointments created online by patient. Shown in red blocks.

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Page 8: Doctors Desktop

MANUAL TO DOCTORS DESKTOP - VERSION 3.1

2.2. CREATING APPOINTMENTS2.2.1. Click on ‘Desktop’ menu from your top menu bar.2.2.2. Select your appropriate day and click on an empty calendar slot on you calendar.2.2.3. This will trigger an a pop-up window as below.

2.2.4. Enter the patient info and click your appointment is created!

NOTE: Online appointments are auto synchronized with your schedules automatically every 15 minutes and every time a new internal activity request is made.

www.doctorsbooking.com | [email protected]

Page 9: Doctors Desktop

MANUAL TO DOCTORS DESKTOP - VERSION 3.1

2.3. CANCELLING APPOINTMENTS2.3.1. Click on ‘Desktop’ menu from your top menu bar.2.3.2. Navigate and search the appropriate appointment slot you want to cancel.2.3.3. Click on the RED or BLUE appointment block.2.3.4. The confirm cancel window appears.

2.3.5. Click YES to cancel the appointment.

2.4. RESCHEDULING APPOINTMENTS2.4.1.Internal appointments can be rescheduled by dragging it to an empty slot

2.4.2.External appointment cannot be rescheduled!

Note : external appointments (IN RED) can only be cancelled

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Page 10: Doctors Desktop

MANUAL TO DOCTORS DESKTOP - VERSION 3.1

3. LOCKING / UN-LOCKING A DAY (HOLIDAY MANAGEMENT)You can lock days to block it from having any appointments. This would be an idle way to manage your holidays on the system.

3.1.1. Click on ‘Desktop’ menu from your top menu bar.3.1.2. Select your appropriate day to lock.3.1.3. Single click on the notification zone to lock the day. That says “no appointment for this day”.

Note: you cannot block a day that already has an appointment.

3.1.4. An popup message box will appear, asking you to confirm

3.1.5. Click Yes to confirm lock3.1.6. On successful locking of the day, you will notice a blue block appear on the notification zone.3.1.7. To unlock a locked day, just single click on the blue block at the notification zone

Note: To block a day that has appointments, you need to first cancel all appointments for the day!

www.doctorsbooking.com | [email protected]

Page 11: Doctors Desktop

MANUAL TO DOCTORS DESKTOP - VERSION 3.1

4. REPORTINGAll activities on tracked for reporting. We provide 3 separate reports for you to keep a tab on all of them

4.1. APPOINTMENT REPORTSAppointment reports give you graphical and detail list of all appointments made for you.

4.1.1.Click on ‘Reports’ >> ‘Appointment reports’ menu from your top menu bar.

4.1.2.Details in this report: a) Appointment created dateb) Online appointment or notc) Name of the patientd) Patient contact numbere) Patient email Idf) Appointment dateg) Whether payment was made online or noth) Additional or file #.

4.2. SMS USAGE REPORTS SMS usage reports give you graphical and detail list of you SMS credit usage. This report contains details like

4.2.1.Click on ‘Reports’ >> ‘Appointment reports’ menu from your top menu bar.4.2.2.Details in this report:

a) SMS trigger dateb) SMS sent to (Mobile Number)c) Message sent

4.3. PAYMENT TRACKERPayment tracker helps you monitor the revenue you generated through online booking and details of transfers made from DoctorsBooking account to your personal account. This report contains details like

4.3.1.Click on ‘Reports’ >> ‘Appointment reports’ menu from your top menu bar.4.3.2.Details in this report:

a) Transfer amount from DoctorsBooking to your personal accountb) Transfer datec) Transfer tracking ID

4.3.3.The report will also have a summary of Total Revenue generated – Total transfers made – Pending transfer.

5. UPGRADE / ADDON PURCHASES5.1.1.Click on ‘More’ menu from your top menu bar.

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Page 12: Doctors Desktop

MANUAL TO DOCTORS DESKTOP - VERSION 3.1

5.1.2.The pull down will give you list of add-ons and upgrades you can do.5.1.3.You have two upgrade options, Economy listing & Power listing

5.1.4.You can also purchase additional add-on SMS credits in pack of 500, 1000, 2000 5000 Credits.

www.doctorsbooking.com | [email protected]