Cases #

One of the most important features of the Nexa Portal health tourism system is the ability to create a dedicated patient file, or case, with various features to collect and register information after the customer submits a request and it is approved by the sales team.

In other words, in the comprehensive health tourism system of Nexa Portal, a case refers to a specific file or situation related to a patient or customer that requires follow-up, management, or resolution.

Cases may involve medical treatments, complaints, special requests, or any other situation that requires continuous actions and careful management. The system helps you track and manage cases in an organized manner.

Case Section #

This section contains the files of clients or patients.

Cases section is divided into 4 main sections:

1. List: A list of all cases.
2. Files: A list of all files.
3. Messages: A list of all case-related messages.
4. Offers: A list of all offers.

Case List #

This section displays all the cases in the system.

Cases are categorized into 5 groups for filtering and organizing:

• All: View all cases regardless of status.
• Photo Received: Cases for which photos have been received.
• Offer Sent: Cases for which offers have been sent.
• Medical Form: Cases for which a medical form has been received.
• Deposit Payment: Cases for which a deposit payment link has been sent.

• Display options for active or canceled cases.
• Display cases by day, week, or current month.
• Lead search bar and filters for searching cases.

Case List Headers: #

1. Case number.
2. Full name of the person who submitted the case or for whom the case was created.
3. Language in which the lead and case were registered.
4. Full name of the person who submitted the lead or for whom the lead was created.
5. Name of the case manager responsible for the case.
6. Date and time the case was created.
7. Status of the case.
8. Advertising campaign from which the case originated.
9. Case status, as explained above.

Creating or Editing Cases #

Cases consist of 8 sections:

1. Case
2. Items
3. Offers
4. Payments
5. Expenses
6. Tasks
7. Files
8. Messages

Case Details View: #

Items #

In this section, the various services related to the case or patient file are added, and their prices are specified. The total cost is also displayed.

Adding an Item to a Case: #

You can select from the available services or packages in the system (a package is a combination of one or more services with a specific price) and add it to the case along with custom notes.

Offers #

This section shows the list of offers or proposals sent to the applicant.

Adding an Offer: #

You can create and send an offer for the applicant here. Ready-made templates can also be used to send offers.

Payments

In this section, the total price of the services added to the case is listed, and discounts can be applied to the final payment. Successful payments for the treatment are displayed at the bottom, along with their status (paid or not).

Adding a Payment:

To add a payment, you can provide the payment title, amount, payment method, and status, along with optional notes. You can add a completed or pending payment to the payments section.

Expenses

This section displays, adds, and removes all the incidental expenses related to the case.

Note: The expenses section is separate from payments. Expenses are not calculated in payments but are recorded for any incidental costs.

Adding Expenses:

To add incidental expenses, select the type of expense, amount, date, and time, and optionally add a note and upload a receipt.

Tasks

This section displays all tasks related to this case.

If logged in as a non-superuser, only tasks related to the logged-in user will be displayed. Task details have been explained earlier.

Adding a Task to a Case:

Add a task by specifying the task label, title, description, the role to which the task should be assigned, and the task due date.

Files

This section displays and allows the uploading of all case-related photos and documents. Notes can be added to all files, and the files can be shared with the patient or kept private.

Files can be categorized by all files, patient files, and system files.

Messages

This section displays and allows sending messages between the patient and system staff.

Note: Staff messages are sent from this section, while the patient’s messages can be accessed, viewed, and sent from the user’s dashboard on the website.