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Case Planning


Case Planning

Types of case planning

Our program has the functions of a CRM system . That allow you to plan things. Case planning is available for each client. It's easy to see exactly what needs to be done. You can plan the work of each employee by displaying the work plan of any person. And also there is a planning of affairs in the context of days. You can view the cases for today, tomorrow and any other day. The system has a built-in calendar for scheduling cases. As a result of all of the above, we see that the ' USU ' program supports different types of case planning.

It is possible to purchase this software both in the form of a complete system for business automation, and simply in the form of a small and lightweight program for business planning. And if you order our program as a mobile application, then you will receive not only a customer relationship management system, but also a case planning application.

Working with a client

In the module "Patients" there is a tab at the bottom "Working with a patient" , in which you can plan work with the person selected from above.

Working with a client

For each work, one can note not only that "required to be done" , but also contribute the result of the execution.

Use Standard filter by column "Done" to display only failed tasks when there are a large number of entries.

Adding a job

Adding a client job

When adding a line, specify the information on the task.

Pop-up notifications

Popup notification for an employee

Important When a new task is added, the responsible employee sees a pop-up notification in order to quickly start execution immediately.

Important Such notifications greatly improve the productivity of an organization .

How to celebrate work for clients?

Editing work with a client

At Editing can be ticked "Done" to close the job. This is how we celebrate the work done for the client.

It is also possible to indicate the result of the work performed directly in the same field where it is written "task text" .

Why plan things?

Why plan things?

Our program is based on the principle of CRM , which stands for ' Customer Relationship Management '. It is very convenient to plan cases for each visitor in a variety of cases.

To-do list for a specific day

To-do list for a specific day

When we have planned things for ourselves and other employees, where can we see the work plan for a certain day? And you can watch it with the help of a special report "Work plan" .

Menu. Report. Job

This report has input parameters.

Report options. Job

To display the data, click the button "Report" .

Planned and completed work

Following a link

Following a link

In the report itself, there are hyperlinks in the ' Work and result ' column, which are highlighted in blue. If you click on the hyperlink, the program will automatically find the right client and display the selected job. Such transitions allow you to quickly find contact information for communication with the client and quickly enter the result of the work performed.




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Universal Accounting System
2010 - 2024