On the homepage, there is a list of available widgets. The list depends on the company settings.
Synchronization Widget
This widget provides the following information:
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Option to perform synchronization.
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Synchronization information.
If this field is highlighted in green, the last synchronization was recent, and a new synchronization can be performed as usual.
A yellow message says that new information has been added for you, and it is recommended that you synchronize it soon to receive it.
A red message indicates that no synchronization has been performed in the last 48 hours, or critical information has been updated, and synchronization should be performed as soon as possible.
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Date of the last manual synchronization.
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As well as the date of the last background synchronization.
Plan-Fact Widget for Cycle Plan
This widget provides overall statistics on the performance of the cycle plan. It shows the current completion percentage as well as information on the number of visits already completed and the total number of visits that need to be completed.
Clicking on the icon:
Takes you to the Cycle Plan Report.
Visit Reminder Widget
This widget provides the following information:
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Jump to the current date
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Jump to another date.
When opened, you can select a day on the calendar to see the information for that date.
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The visit time and its name, as well as the reminder text and the option to go directly to the visit.
Detailed Description
When closing a visit to a pharmacy or a client, you can enter information in the "Reminder for the Next Visit" field.
If such a visit is closed and the visit is rescheduled for the same institution and client, the remainder will be available in this widget for viewing.
Latest Messages Widget
This widget provides information about push notifications sent to the user.
Push notifications are displayed from the newest to the oldest, with unread messages highlighted in bold.
The preview shows the sender, the date sent, and the beginning of the message. To open the message, click on it.
Three types of push notifications can be highlighted:
- Informational message with text.
- Request for synchronization with "Cancel" and "Synchronize" buttons.
- Messages received from a doctor through the CRM communication channels Telegram and WhatsApp.
Start Work Widget
Pressing the "Start Work" button will capture the device's coordinates, and after successful capture, a pop-up message will confirm the start of the workday.
After this, a timer (first digit is hours, second is minutes) will start, showing the amount of time since the "Start Work" button was pressed.
At the end of the workday, press "End Workday."
In the pop-up window, confirm the end of the workday.
After this, a pop-up notification will appear at the bottom confirming the end of the workday.
And the widget will display information about the working hours. Access to the start of work will open the next day.