This module enhances the website checkout and lab test request workflow by integrating patient and doctor information capture, automated lab test creation, and CRM lead generation. It streamlines the entire process from website form submission to sales order, lab test management, invoicing, and payments in the backend. The system also includes survey integration for patient feedback and advanced search features for better record management. Overall, it provides a complete end to end solution for managing lab test requests from the website to backend operations.

Real World Use and Benefits:

• This module helps laboratories, diagnostic centers, and healthcare businesses streamline their Ecommerce portal and backend operations.
• Automates lab test creation and results management, reducing manual errors and delays.
• Integrates patient and doctor information capture during portal checkout for accuracy and compliance.
• Connects website orders to CRM, sales, and accounting, ensuring seamless workflow from request to invoice.
• Enables patient feedback through surveys, improving service quality and engagement.

Key Features:

Flow 1: Patient Information Collection During Ecommerce Checkout

This flow enhances the Ecommerce checkout process by capturing patient and doctor details before order confirmation.

Website and Checkout Enhancements:

• Improved Ecommerce portal shop management with a streamlined checkout flow.
• Patient and Doctor Information button added on the portal payment page.
• Patient and Doctor information popup integrated in the portal checkout process.
• Popup messages on the payment page for additional customer communication.
• Seamless Ecommerce portal order to backend Sale Order flow.
• Website popup messages automatically recorded in Sale Order notes.

Flow 2: Laboratory Test Automation and Results Handling Survey

This flow handles automatic lab test creation after portal order confirmation and managing test results efficiently.

Lab Test Automation:

• Automatic Lab Test creation when a portal Sale Order is confirmed.
• Lab Tests Smart Button added to Sale Order for quick access.
• Ability to view generated Lab Tests directly from the Sale Order.
• Generate Tests button in the Lab Test form to automatically create Test Results.
• Smart button access to view Test Results generated from Lab Tests.

Survey Integration:

• Survey Smart Button added in the Test Result form.
• Send Survey button available to send surveys to patients.
• Survey sending action opens a popup form for configuration.
• Email compose popup automatically sets the patient as the recipient.
• Sent survey emails are tracked and visible in the Email list view.

Flow 3: Portal Lab Test Request Management, CRM, Sales, and Accounting Integration

This flow manages Ecommerce portal lab test requests, converting them into CRM opportunities, sales orders, lab tests, and invoices.

Portal Lab Test Request Management:

• New Request Lab Test form available on the Ecommerce portal.
• After submission, a Thank You confirmation message is displayed.
• Submitted form data automatically creates CRM Leads and Opportunities.

CRM and Sales Integration:

• Create Detailed Quotation button added to the CRM Lead form.
• Generate Sale Quotations directly from CRM Leads.
• Website form data automatically populates the generated quotation.
• When a quotation is confirmed, it creates a Sale Order and corresponding Lab Test.
• Smart button access to view created Lab Tests from the Sale Order.

Accounting Integration:

• Invoices created from Sale Orders include website form details.
• The same website form data is visible in payment records for traceability.

Advanced Search Improvements:

• Custom fields added in Sale Order search view.
• Filter and Group By options available for custom fields in Sale Orders.
• Custom fields added in Invoice search view.
• Filter and Group By options added in Invoice search view for better reporting.