Patients in the Manager Panel #
In the NexaPortal management panel, the Patients section is one of the key tools for managing communications, records, and the status of users (patients) registered in the system. This section allows managers and staff to easily view, search, edit, and manage patients.
📌 Key Features #
| Column | Description |
|---|---|
| Name | Full name or username of the patient |
| Language | Patient’s preferred language, displayed with the country flag |
| Information | Registered email and contact number |
| Status | Patient’s status: Active or Inactive |
| Join Date | Patient’s registration date or the date their information was entered |
| Actions | Edit, View, and Inactive buttons to manage patient status |
🔍 Important Capabilities #
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Filter by patient status: Easily view only active or inactive patients using the filter buttons at the top of the table.
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Quick search: Use the search box to find a patient quickly by name, email, or phone number.
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Easy editing: Click the Edit button to change any patient details.
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View details: Click View to see more information about the patient, including related leads, services received, and documents.
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Deactivate: The Inactive button will change the patient’s status to inactive and remove them from the active patient list.
🧠 Use Case #
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View and manage all patients at a glance.
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Ensure accurate contact information for follow-ups.
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Filter and quickly select patients for lead assignments or new services.
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Clarify patient status for better communication management.
This module makes patient management very simple and efficient for the sales and support team, especially in health tourism projects with large volumes of patients with diverse languages and information.
Creating a New Patient #
In NexaPortal, accurately entering patient information is one of the key steps in starting the sales, follow-up, and service provision process. The new patient form allows you to fully input all the important information needed to create a patient profile.
🧾 Basic Patient Information #
| Field | Description |
|---|---|
| Username | A unique username for each patient |
| First Name / Last Name | Patient’s first and last name |
| Password | Password for patient’s system login |
| Valid email for communication with the patient | |
| Mobile (Default) | Primary phone number of the patient |
🌍 Additional Patient Information #
The second part of the form includes additional details:
| Field | Description |
|---|---|
| Default Language | Patient’s default language (for forms, messages, and support) |
| Country | Patient’s country of residence |
| Type of Commission | Type of commission (Fixed or Percentage) for collaborations or referrals |
| Commission | Amount or percentage of the commission |
| Tel | Secondary or backup phone number |
| Gender | Patient’s gender |
| Social Media | Option to enter WhatsApp, Instagram, Facebook, Telegram, Twitter, Reddit IDs |
| Biography | Additional notes or special instructions about the patient (e.g., preferences, medical history, recommendations) |
🧠 Practical Tips:
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Mandatory fields marked with * are required to save the patient.
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Filling out the social media fields speeds up the communication process for the sales or support team and makes it more personalized.
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Commission and collaboration information is relevant for patients registering through a referral or agency.
