Crelio updates
Crelio updates
creliohealth.com

Even better online payments! - Allow B2B clients to Settle bills and Invoices using CC logins

 

New Feature

  

Do you want to make paying your bills easy for your B2B clients? Do you want them to get paid faster and on time? Why not use online payments for B2B logins to settle their bills so you can focus on what you do best and let CrelioHealth take care of the rest.

image.png

image.png

Using the Invoicing module you can generate monthly invoices. These invoices will be visible to the client, who can then select them and payments are made immediately.This makes it easier for you and your clients to manage payment and history of payments.

image.png

B2B clients can also settle bills for specific patients by selecting them and settling them via online payments. To adopt these features, make sure you have enabled 'Online Payments' and Setup your bank details in the Account overview section

Click and upload prescriptions from doctor app

 

New Feature

  

You would now be able to attach or capture prescriptions or any other images during billing directly using CrelioHealth Doctors App, the attached files can be viewed directly in the application or through web login.

image.png

Whatsapp notifications for patients with relatives

 

New Feature

  

You would now be able to send reports directly on whatsapp to patients which have registered through a relative's number. Patients would directly receive report pdf or pdf download links on their alternate numbers on whatsapp. All the configurations supported for direct patient whatsapp would also be supported for indirect patient whatsapp.

Steps to Activate image.png

Activation Screen

image.png

Sample Message

image.png

Setup different rates for Profile outsourcing

 

New Feature

  

Now you can setup different outsourcing rates for when test is billed individually vs when billed via a profile. This is especially useful for franchisee labs which have a revenue sharing between the billing location and processing centre

Settlement by amount for organisation

 

New Feature

  

Now lab finance team can settle pending dues for an organisation by just entering amount received from the organisation Don't need to select any bills, the system will settle bills automatically from oldest to newest

You can also download the report which will show how much amount was settled for each bill after the settlement is done

See summaries of your financial data + custom groupings

 

New Feature

  

Get summarised data for all labs in one go with Financial reports Summary view

Customise as per your needs by custom selection of groups

image.png

Group based on labs (for multi-centre logins)

image.png

Export summaries for quick sharing and further analysis

image.png

Online payments for Instant transaction settlements

 

New Feature

  

Simple and convenient way for CC logins to make payments to diagnostic labs

Your B2B clients can use online payments to settle dues and add advance

image.png

If you use the invoice management feature then your clients can see invoices raised in CrelioHealth and pay online, therefore removing the need for manual reconciliation

image.png

Have your own payment gateway account? Link to to receive online payments directly into your payment gateway account

image.png

Streamline payment collection process for your B2B clients

 

New Feature

  

Automated payment reminders and setup paywall for CC logins. Define limits for credits based on your business terms

Set Credit days for organisations which will allow you to setup automated payment reminders as soon as the due date comes near, thus removing the need of manual follow-ups for payments

Days pending shown to client in CC logins

image.png

CC logins reminded of payments after login if their due date is less than a week away

image.png

Email reminders sent automatically to organisations if their due date is less than a week away

image (5).png

Marketing Management 2.0

 

Enhancements

  

A fresh look for marketing management with added functionality aimed at improving user experience and making marketing data very easy to manage with just a few clicks.

Marketing Management now gets these new capabilities:

1. Marketing Person List :

The new marketing management offers a view where you can see a list of all your marketing staff members with their demographic, incentives and performance overviews. You can also apply filters on various parameters and check the data in the table directly. This will help administrators keep track of their marketing persons through just one screen. You can also export all the lists in excel for your reference.

ezgif.com-gif-maker (3).gif

2. Marketing Person Overview :

This is a detailed view aimed at showing details about a specific marketing person, can check referrals assigned to the marketing person, unassign, assign referrals via this view.

image.png

3. Assign referrals to marketing persons in bulk :

Assigning Referral doctors to marketing professionals would now be a breeze with bulk assignment options where you can assign multiple referrals based on various criteria like area, city, current assignment, etc with different incentives for all the departments in a single step.

ezgif.com-gif-maker (4).gif

Manage Tests and profiles for all your centres in one place

 

Enhancements

  

Now along with tests you can also manage all profiles across centres with Centralised master management

We know how important it is to have the test list clean without any duplicates and garbage data to allow for better financial analysis and also avoid confusion in operations

Single Place to manage all Profiles and test, so that if you edit anything it gets updates in all centres automatically ✨

Remove duplicates easily with all tests in one place, you can clean up data more easily to maintain clean master with no garbage data

Link tests and profiles in bulk so that entire list is linked in one go