What is the function of the various Permissions in CRM

Let us review in detail the permissions for the CRM Module.   1. Allow changes to Sensitive Lead Data This permission allows you to change critical lead information. If this permission is ON, then you would be able to change the lead’s Active Status or make changes to the source through which the lead knew …

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What is the function of the various permissions in CallBox

Let us review in detail the permissions for the CallBox Module.   1. View Other Call Center Appointments This permission is useful if you have more than one contact center operating to manage all your incoming calls. These calls can be from your existing patients or prospects. With the permission ON, the agent is able …

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What is the function of the various Permissions in Promotion

Let us review in detail the permissions for the Promotions Module. 1. Setup Promotions This allows you to setup marketing promotions, special offers and deals for patients of your Clinic. These promotions can then be used for billing. This permission should be given to the Administrator, Clinic Manager, or the Marketing Manager. 2. Setup Membership This allows you to setup …

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What is the function of the various Permissions in Finance

Let us review in detail the permissions for the Finance Module. 1. Delete Financials This allows you to Delete Invoices that have been generated incorrectly. This permission should be given to the Clinic Administrator as deleting of financials must be done with utmost care.   2. Advanced Bill Options This permission gives you a set of …

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