Many clinics need not only to record the fact of the service being provided, but also to effectively manage resources - with expensive portable equipment (holters, SMADS, etc.), they need to see who has the device and when it will be returned.
Why an alternative action algorithm may be required 
A standard appointment is linked to an office or doctor, but it does not always take into account the availability of a specific piece of equipment.
Decision
We suggest creating «цифровой двойник»an employee for the equipment. This will allow you to book the desired time slot in the schedule for the device and prevent it from being used for other recordings.
Step-by-step implementation
Option 1: Use«Виртуального сотрудника»
- Log in «Настройки»and add an employee with the name of the equipment (for example, «Холтер Первый»).
- Set up a workplace for an employee and set a work schedule according to the clinic's operating hours.
- To control the return: after the device is delivered, the administrator sets «сотрудника»a break in the schedule, the end of which corresponds to the time of the planned return of the equipment. As soon as the slots are occupied by a break, recording on this device will be unavailable.
Option 2: Control via CRM module and funnels
- To track the status (issued/refund pending/overdue), use the funnel in the CRM module.
More information about how to create a funnel is shown in the article.
- Set up speakers for administrators: «Напомнить о возврате»or «Проверить целостность после приема».
Option 3: Work by using the module«Стационар»
- «Стационар»Create a ward in the module«Холтер», and specify the device numbers as the beds. For example: «Холтер №1», «Холтер №2».
For more information on how to create a ward and add beds, see the article.
- Place «госпитализацию»the device in the name of the patient for the required period (most often, it is a day). This will provide a clear visual picture of equipment occupancy on the same time scale.
Important notes
When using the module option«Стационар», keep in mind that data about such records may not be included in reports, with the exception of and reports«Продажи общий»«Выполненные услуги и рекомендации».
Choosing a CRM method imposes additional responsibility on the staff to move the cards through the funnel stages in a timely manner.