iCRM for SPED Centers
iCRM for SPED is designed taking into consideration the challenges faced by the SPED Centers to manage leads, patients information, appointments, invoicing and collections. PurpleSoft iCRM for SPED provides a very user-friendly and seamless user experience for Receptionists, Therapists and Management.
The solution features online booking, online confirmation, online payments and online sessions management along with a comprehensive customer portal. The integration with META APIs allows to utilize the availability of WhatsApp to send appointment registration, appointments confirmation and payment requests to the customers
The solution is equipped with strong analytical capability. The solution provides flexibility to the management to generate their own dashboards and reports to analyze operational and financial performance of their company
iCRM is end to end solution built on a time-tested core, it is trusted by many immigration companies across Middle East.
CRM
- Import Leads
- De-Duplication
- Dynamic lead assignment wizard
- Request leads to provide information for file creation
- Create Leads from Call Enquiries and Office visits
- Activities and Call Management
- Create Meetings with automated SMS, email and whatsapp reminders
- Customizable Lead Stages
- Multiple call center teams
- Multiple Locations
- Integrated with patients for quick patients creation from lead data
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Patients Management
- Quick Creation of Patients
- Unique file number for each patients
- Smart buttons to show all appointments, invoices, payments on patient screen
- Quick Invoice creation and appointments booking options
- Easy portal access mechanism
- Patients can login on the portal to see their complete relationship history
- Provision for patient to enter assessment history
- Provision for patient to download Assessment and progress reports
- Patient Dashboards showing detailed analysis of patients, their appointments and the revenue collected
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Appointments Management
- One click Appointments Creation
- Controlled access of appointments to Therapists, Reception and Department Manager
- Provision to limit number of bookings per slot
- List View and Gantt views to have clear visibility on the appointments planning
- Provision to allow online bookings at Therapist or Department level
- One click creation of invoice from appointments screen
- Dashboards and reports to monitor the operations and growth
- Appointments Update Configuration to do a batch update on the appointment slots or already booked appointments
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Accounts & Finance Management
- Integrated with Sales Contracts, Expenses, Payroll and Portal
- Invoices and Vendor Bills
- Credit Notes and Debit Notes
- Credit Notes and Debit Notes
- Journal Entries
- Petty Cash
- PDC management
- Reconciliation
- Cash and Bank Book
- Trial Balance
- Profit and Loss
- Balance Sheet
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Assessment & Progress Reports
- Employee Details
- Employee Contracts
- Attendance Management
- Leaves with multi-level approvals
- Payroll Processing
- Batch pay slips generation
- Payroll Payments processing
- Gratuity (ESB) as per UAE
- Leave Salary as per UAE
- Expenses Management
- Documents expiry management
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Single click access to Salary Slips, Attendance and Employee Documents
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Virtual Sessions
- Comprehensive Address book
- Website Status Application Status check API (New)
- Contract Accept, Download through Portal
- Documents Submission on Portal
- Check Complete Case details on Portal
- Check Invoices and Make Payments
- Email and what’s app marketing (New)
- SMS and email update notifications (New)
- Adhoc Notifications (New)
- Customer Activity History (New)
- Login/ without login options
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How do we help?
Cost Effective Solutions
We understand the requirements properly and we make sure that the solution is designed to support modularity, scalability and easy maintenance.
The cost effectiveness of solution depends on how much flexibility it has for further changes as required in future
Fast Implementation
We try not to invent the wheel again, rather than developing everything from scratch, we use the time tested components in the market that reduces the time to implement the ERP solution
The best components in the market are reliable, more flexible and enhance the robustness of solution
Effective Trainings
Communication with the users and the trainings are the key to our successful implementation. We provide inhouse, online trainings and also help users with a training environment to practice the functionality as and when required
We also provide Videos and written manuals so that users can refer to anytime while using the solution
Support & Continual improvement
Change is the only things that remains constant, as companies move ahead, the business processes and procedures get optimized. We make sure that we provide changes in the features and additional features as desired during the lifecycle of the ERP Solution
Our Consultants are there to help you, Contact us to know more