All system configurations are accessible in the Application Settings section.
Main settings include:
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📝 Forms
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🏷️ Task Labels
Roles & Permissions #
Manage your team structure and define access levels for each user group.
Role Definition #
Create roles based on organizational responsibilities, e.g.:
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Doctor
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Employee
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Hospital
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Manager
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Transporter
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Support
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Sales
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Translator
Role Members #
Next to each role, see the number of assigned members. Click Members / Permissions to:
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View or edit members
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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 #
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Name & code (e.g., English EN, Turkish TR)
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Active status
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Creation date
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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 #
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Title
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Type (Service Form, Patient Form, etc.)
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Language
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Description
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Created at
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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 #
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Title (e.g., “Not Interested”)
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Model (Lead, Payment, Task, Expense)
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Created at
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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 #
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Name
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Order (lower = higher priority)
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Assignee
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Language
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Status (Active/Inactive)
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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 #
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Name (Medical, Transfer, Hotel, Support…)
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Author
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Created at
Add New Label #
Click New Task Label
Activity Logs #
Track all actions in the system.
Features #
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Shows who made changes
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Exact timestamps
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Old & new values
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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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