By creating various individuals (roles) and setting specific access permissions, the system can be customized so that each task is automatically assigned to the relevant person through the smart task distribution system.
As mentioned in the task creation section, in the Nexa Portal Health Tourism System, after a customer request is registered and the sales process is completed, all service details needed for the customer are defined as tasks, which can then be distributed to the relevant individuals and teams.
Automated Smart Task Distribution #
For example, if someone requires specific medical treatment and also needs a travel package to enter the country, tasks such as tickets, tours, and transfers can be automatically assigned to the relevant roles, such as tour guides, transportation, doctors, and clinics.
This smart system, with the ability to create precise access permissions for each individual (permissions), offers flexibility and customization, helping save time and speeding up the process for handling patient requests.
Additionally, tasks are notified to individuals in the system, and they can view their tasks as a list or in a work calendar. Individuals can also use the smart reminder system to track their tasks, which are also integrated into their work calendar.
This setup ensures that the workflow is streamlined, with tasks being efficiently distributed to the correct people, reducing delays and increasing productivity.
Setting Task Reminders for Team Members #
One of the key features of the Nexa Portal Health Tourism System is the ability to create various roles for teams and individuals, as well as assign and set task reminders for these individuals. Each person with access to their panel can use the smart reminder system to track their tasks.
Task Reminder Setup #
Each team member, depending on the permissions set by the manager, can access their work calendar and list of assigned tasks. Through their panel, individuals can view and manage their tasks in a calendar or list format and update their status as needed.
The system allows for setting reminders for each task, enabling users to create one or multiple reminders. The system will notify them at the specified time to follow up on the particular task.
This feature is especially useful for team managers or individuals with a high volume of tasks, helping to prevent the potential oversight of tasks by setting multiple reminders.
In addition, this reminder system helps avoid wasted time and resources, reduces customer dissatisfaction, and improves overall system productivity.