All system configurations are accessible in the Application Settings section.

Main settings include:

1. 👥 Roles & Permissions

2. 🌐 Languages

3. 📝 Forms

4. ❌ Cancellation Reasons

5. 📤 Lead Distribution

6. 🔧 Global Config

7. 🏷️ Task Labels

8. 📜 Activity Logs

9. 🔗 Integrations

 

Roles & Permissions #

Manage your team structure and define access levels for each user group.

 

 

Role Definition #

Create roles based on organizational responsibilities, e.g.:

• Doctor

• Employee

• Hospital

• Manager

• Transporter

• Support

• Sales

• Translator

 

Role Members #

Next to each role, see the number of assigned members. Click Members / Permissions to:

• View or edit members

• Configure access permissions

 

Permission Management #

Define which modules and actions each role can access essential for security and accountability.

 

Add New Role #

Click Create New Role to make a fully customized role.

 

Languages #

View, manage, and edit active system languages to improve multilingual user experience.

 

 

Language List #

• Name & code (e.g., English EN, Turkish TR)

• Active status

• Creation date

• Change Status button

 

Default Language #

Marked with “Is Default.” All system UI and notifications load in this language first.

 

Enable/Disable Languages #

Only active languages appear in the user interface.

 

Add New Language #

Click New Language, translate, then activate.

 

Forms #

Manage forms related to services, patients, or other system modules.

 

 

Form List #

• Title

• Type (Service Form, Patient Form, etc.)

• Language

• Description

• Created at

• Service (if linked)

 

Form Actions #

View, Edit, Delete, Duplicate

 

Add New Form #

Click New Form

 

Cancellation Reasons #

List and manage reasons for cancellations across leads, payments, tasks, and expenses.

 

 

Reason List #

• Title (e.g., “Not Interested”)

• Model (Lead, Payment, Task, Expense)

• Created at

• Updated at

 

Manage Reasons #

Add via New Reason or remove via Delete

 

Tip: Helps improve data analysis and sales strategy.

 

Lead Distribution #

Define how leads are assigned to team members.

 

Distribution Rules Table #

• Name

• Order (lower = higher priority)

• Assignee

• Language

• Status (Active/Inactive)

• Created at

 

Manage Rules #

Add (New Distribution Rule), edit, or delete.

 

Global Config #

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Task Labels #

Create categories for different tasks to keep workflows organized.

 

 

Label Details #

• Name (Medical, Transfer, Hotel, Support…)

• Author

• Created at

 

Add New Label #

Click New Task Label

 

Activity Logs #

Track all actions in the system.

 

 

Features #

• Shows who made changes

• Exact timestamps

• Old & new values

• Categorized logs (lead, payment, file, form, expense, commission, phase)

 

Filters #

Filter by category, date, user, or action type.

 

Uses #

Monitor performance, track changes, and ensure security.

 

Integrations #

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