Transfer Dashboard #

The Transfer Dashboard in NexaPortal is tailored for users responsible for patient transportation, including airport transfers, clinic visits, and hotel shuttles. It offers a quick view of daily schedules, active leads, and related notifications.

1️⃣ Latest Notifications #

The left column includes notifications relevant to the transfer user, such as:

• A new lead assigned
• Task status changed related to transfer
• New payment registered or item added

➡️ Click All Notifications to access the full notification list.

2️⃣ Operation Calendar #

The main section of the dashboard is a monthly calendar showing daily transfer duties. Details shown in the calendar include:

• Patient Name or Lead Code
• Required Language (e.g., EN, CS)
• Destination or Medical Center (e.g., Gazi Hospital, SVS, Wise & Smile)

Calendar view modes available:
• Monthly (Month)
• Weekly (Week)
• Daily (Day)
• List View

3️⃣ Latest Active Leads #

At the bottom, a table of active leads assigned to this transfer user is displayed, including:

• Lead Number
• Patient Name or Message
• Language
• Source (e.g., Panel or Chatbot)
• Current Stage
• Lead Manager
• Assigned User (current transfer staff)

📝 Note: Transfer users only see leads assigned to them – ensuring they stay focused on their transport responsibilities.