Welcome to the final step of your journey with Ocelot+ where we dive into the essential aspects of managing other needed information. In this section, we'll explore how to create impactful marketing campaigns, generate insightful reports, handle purchases efficiently, customize system setups, and integrate useful add-ons. From reaching out to patients with targeted campaigns to fine-tuning the intricate details of your system setup, let's navigate through these important components together for a thorough understanding of Ocelot+'s capabilities.


 STEP 6: Setup Other Needed Information 


 Tip: Specific articles are linked to each section. Hover the bold letters and click the desired article to read. 


How to create a Marketing Campaign?
  • This will facilitate the creation and execution of targeted marketing campaigns to reach patients. You can access the Marketing section and navigate to the Campaign Dashboard to create new campaigns or utilize pre-defined templates. Follow a step-by-step process including choosing filters, selecting target patients, choosing delivery methods, and selecting templates. The process concludes with generating or sending marketing materials to the selected patients or reviewing the patient list to make necessary adjustments.


Reports
  • The logic is that users of the system, such as medical administrators or health professionals, can easily access, view, and manage patient and other reports inside the Ocelot’s Portal.
    • Patient Summary: A summary of patient data.
    • KPI: Displays metrics important to the practice.
    • Sales and Payments: Display reports for financial transactions of the practice.
    • Suppliers: Manages information related to suppliers of goods and services to the practice.
    • Other Reports: Contains additional reports within Ocelot’s system


Purchases
  • This is to provide an efficient way for businesses to track and manage their purchase invoices, including searching, viewing, and editing invoice details, which are crucial for accounting and financial oversight. It contains navigation links to various accounting and financial management sections, such as "Purchase Orders," "Purchase Invoices," "Expenses," and "Petty Cash."


System Setup
  • This is meant for administrative or professional staff to customize the consultation process according to their specific needs, improving workflow efficiency and patient record management. These tabs likely correspond to different modules or sections of the healthcare management system, each dedicated to managing different aspects of a healthcare practice, such as patient information, financial transactions, medical devices, and inventory.
    • Patients
      • This section lets you set up patient details such as occupations, categories, notes, history items, and interests. These options will be available in drop-down lists when adding new patients.
    • Consultations
      • Here, you can configure consultation settings including types, other items, binoculars, ophthalmoscopy, slit lamps, symptoms, behavioral tests, and visual fields. These choices will appear in drop-down lists when adding new consultations.
    • Page Options
      • This area allows you to customize your experience and improve workflow efficiency. You can enable or disable features like the Action Message Box for task coordination, Referrals Options for referral settings, Print Options for printing settings, and Other Options for additional form customization. Save changes to complete the setup.
    • Devices
      • This section lets you manage devices used within the system. Add new devices or edit existing ones, providing necessary details and saving the changes.
    • Frames
      • Manage frame brands, models, and colors used in the system. Add or edit frame details, saving changes as needed.
    • Stock Control
      • Control stock inventory and adjustments. Review details, filter, edit directly within the table, and manage stock visibility. Use the "Show All Stock" button to revert to the default view.
    • Petty Cash
      • Manage petty cash transactions and records. Create, edit, or delete items as required.
    • Expenses
      • Create, edit, or delete expense groups and codes. Input required details and save changes.
    • Rewards
      • Configure earning and redemption rates for customer rewards programs. Set purchase and redeem rates, update if needed, and save settings.
    • Templates
      • Create and customize templates for patient communication. Choose from letter, SMS, or email templates, ensuring consistency and saving time.
    • Recalls
      • Manage recall records to remind patients of appointments or follow-ups. Create, edit, or delete recalls, specifying necessary details and saving changes.
    • Health Funds
      • Add new health funds or search for existing ones. Input partner details and make changes as required.
    • Payments
      • Create, edit, or delete payment types and discount rates. Add new types or rates, modify existing ones, and save changes.

Add Ons
  • This will configure the Optilink add-on by entering account credentials, after which you can proceed to a page related to order processing. Optilink is a service or tool that integrates with OCELOT+ for specific functionalities, related to ordering items or services. Other functionalities are Email and SMS Setup for sending test messages and Eyetalk for codes not included in your existing Invoice Item list. 



Congratulations! You've now mastered the essential steps to navigate the Ocelot+ Portal seamlessly. From setting up your practice to managing appointments, patients, and finances, Ocelot+ empowers you to streamline your operations effectively. As you continue to explore its features and functionalities, rest assured that Ocelot+ is your trusted partner in enhancing practice management efficiency.


 Previous Step: Create the Cash Sales