RYSA Technologies and Services - Blog , Zoho Creator

ERP for PO Management and Workflow with Zoho Creator

Mon, 30 Sep 2024 18:27:20 +0530

“Reduce complexity through standardization.” -Michael L. George

Introduction

Purchase Order management is one of the fundamental aspects of any business where a single or multiple suppliers are involved in providing materials to run your business. Managing the PO effectively and releasing the funds to the suppliers play a vital role in making your business grow as well.

Although there are so many ways to manage your POs either in a notebook by handwritten notes, excel sheets where you can manage or a high cost PO Software which has wide varieties of features and reports which you never use.

Fundamental requirements of a Business For PO Management

In a small/medium size company, a Purchase Order is the one sent out by a supplier or multiple suppliers to push their products after acceptance of the quote by a customer. Upon sale, invoices will be generated and expected to be paid by the company on agreed payment terms.

The problem of validating the Purchase Orders from multiple suppliers for making a product will be a daunting task. That includes the right supply of materials, quantity, quality, credit limits, payment terms, etc. Not each supplier has the same template or model for you to work with.

In addition, in some of the organizations, before the Purchase orders are converted into Sale, the total cost or sales amount to the company involves multiple levels of approval before released by the Finance Team. What this means is, let us say you are buying raw materials/seeking services from a supplier where the cost involved is $100,000. A front desk PO processing agent cannot be able to approve the same or communicate to the supplier to raise the invoice. It has to go through different department approvals and finally marked as Fully Approved for the Finance Team to release funds.

Imagine the above mentioned activity is handled in the excel sheets/hand-written notes. It will be a total disarray, and the relationship with the suppliers will also get affected. As we saw before, there are wide varieties of high-cost software available in the market with high prices. However, specific requirements of your business related modification or customization need a lot of efforts and investment.

How to have a PO ERP System to match your needs?

In order to have a PO ERP System to match your specific needs of tracking, approving, invoicing, and reporting, a custom application alone will be the solution. Simultaneously, you may want to integrate that application with your Books, Inventory, Approval cycle, Warehouse, etc., as well.

Investing the money on building the software by going through a traditional way of purchasing separate UI/UX Software, Servers, database, storage, development resources and maintenance will shoot up your budget if you are a small/medium size enterprise. To reduce the development cycle and also get the best quality software that can be scalable, secured, and extendable for any integrations, you have to go with Low Code Platform software. By choosing this, you will be able to get the software developed in real quick time and ready for use in cycles/phases.

How Zoho Suite Helps here for this?

Zoho Creator, a low code platform software, helps in rapid development of the ERP. In addition, the application developed in the platform is web/mobile/tab friendly and also allow you to white label or brand based on your corporate standard. By adopting the platform, you can plan to develop applications in multiple phases or cycles. Given, the application is ready to use right away by the development team, as a decision maker/business owner, you should have a hands-on experience before you proceed with go live.

Coming back to the ERP discussed for PO Management, the stakeholders involved here are:

Suppliers
Front desk operators
Internal Approvers
Finance Team

All these stakeholders have to operate in the same application, but with a specific set of roles and responsibilities. This can easily be achieved by using the customer portal feature of Zoho Creator. Using this, specific departments deal with their own approvals and rejections quite easily.

Abundant Integration features:

As we also mentioned about integration, the Zoho Creator app will allow your ERP to be integrated with your legacy systems or with other finance applications if you already use them. Confined to the Zoho suite for this use case, below are possible integrations you can think of:

Zoho Email Notifications (for email alerts)
Zoho Books Integration (for accounts/book keeping/invoicing)
Zoho Inventory (to update your stocks)
Zoho Sign (for digital Sign of the documents)
Zoho Analytics Based Dashboard
Zoho CRM for supplier/lead management as well

Conclusion

Given, Purchase Order Management requires a clear planning and fund management for the organization as well as their production/services, it is critical to have a system in place for the Business Owners to handle them effectively. Zoho Suite of products will help in solving these problems quite easily.

For more help, fell free to reach us at: contact

Digital Automation of Dental Health Services

Tue, 17 Sep 2024 11:53:00 +0530

"A smile is a curve that sets everything straight." ― Phyllis Diller

Introduction

A Dental Services Clinic will have a wide variety of services for the patients which includes registration of the patient, booking of appointments, collection of Consents prior to treatment, complete record entry/updates of patient, X-Ray/dental scan reports, treatment procedure advise, follow up treatments, billing, payment processing, etc., Managing all these manually will be a very difficult task even for a small clinic with less than 50 patients on a daily visit.

However, with the abundance of technology availability, using Low Code platforms like Zoho Creator make the whole chain of operations relatively easier and allow the management and Dental practitioners to make a proactive mode of treatments and actions.

Challenges

Below listed points are some of the challenges we have in a Dental Clinic.

Long Registration Process

Given, the patient has to fill up lengthy application forms to register, which involves collecting demographic information along with medical specific details; filling them up manually will be time-consuming and cause the operation team to be busy in dealing with multiple patients at the same time.

Manual Consent Forms and Historical Reports Collection

Also, getting the consent from the patient involves filling out another form and Sign. If you get this form in a simple webform, the patient can simply tick the consent and can even Sign in the screen itself. The stored information can be a permanent record kept in his/her file.

Likewise, the periodic reports can be scanned and uploaded in the patient file and stored in the system. Even if the patient does not bring his old records, the storage can give the complete picture of the patient data since on boarded in the system.

Appointment Booking

Even at this information age, most of the clinics still maintain a paper/excel sheet to manage appointments. Any updates/reschedules/removals will cause further confusion, and the maintenance of the same will be a nightmare. By having a proper Appointment Booking form, we should be able to fill up fresh data for new patients who called for an appointment, and we will be able to auto populate the data for the registered patients in the system. Even we can link the Patient Record file in the appointment report itself for the doctors to view what was done before and others.

Along with Email/SMS/WhatsApp integration, the patient can be notified real time once the appointment is booked. Likewise, a reminder email/SMS/WhatsApp notification can be sent to the patient a day before their scheduled appointments. With specific reports like current day and next day appointments, the operations team can also manage the data and update/notify both patients and doctors quite easily.

Laboratory Reports and samples status

In most of the dental procedures, the dental service provider refers the patients to a specific lab for their reports to be done. In some of the cases, the labs which deal with the procedure, at times, make an incorrect procedure due to a wrong patient prescription. By unifying the data of the patients with the Laboratory department/company, where the relevant person accesses the prescription via a customer portal, it reduces the mistakes and improves accuracy. Even the doctors have the data view even before the patient arrives and can even let the lab to redo the procedures if the reports are not clear/incorrect.

Feedback of Patients

The final feedback of patients of the overall procedure and services of the clinic has to be captured for improving the service has to be made easy. Again, asking the paper form to fill up feedback may not be effective.

How does Zoho Creator Low Code Platform Help here?

As you see, the above challenges are very much of basic nature if not taken seriously will cause severe issues for both the clinic, patient, and servicing doctors. Zoho Creator, a low code platform, will help in completely digitizing the operations in a very smooth manner. Some of the below features can be added advantages along with Zoho Creator application.

Zoho Creator Customized application development allows you to have a quick development of forms, reports, and pages based on the need.
Generation of QR code of Unique ID (UHID) of patients and scan the same UHID for multiple actions by Doctors, Front Desk and Lab technicians ensure accuracy and improve productivity. You can refer the link for generating QR Codes.
Integration of Finance applications like Zoho Books help in pushing the Billing actions easy to manage for accountants who do not have to worry about the application logic.
Dedicated Profiles setup for Doctors, Patients, Technicians, and Operations team will ensure the subset of data is visible and relevant to their roles. This is achieved by using the Customer Portal with simple configuration in Zoho Creator. For managing profiles, customer portals, you can refer this link
Email Notifications and SMS/WhatsApp Integrations help real-time and scheduled alerting easy for application management team.
Dashboards with Zoho Analytics Integration give us good insight of data for the Management Team

Conclusion

As the Low Code Zoho Creator application simplifies the operations of a clinic/hospital, digitalization will be very valuable for a long-term perspective.

Automation of Legal Contracts using Zoho suite

Tue, 30 May 2023 12:15:43 +0530

“Thought is measurable; intelligence is not.”― J. Krishnamurti

Introduction

Contracts or legal agreements between parties occur in all businesses. However, the paperwork is mostly based on a specific template for a business with only the data differ for the parties involved. In addition to this, the Signatures of the parties too have to be either manual or scanned and imprinted.

Zoho Writer, Zoho Creator and Zoho Sign combination will help in Document template creation, customization of the data entry based on template selection and finally the e-Sign of documents will be done quickly and securely.

Use Case

Assuming you are running a real estate firm which takes care of creating rental agreements/contracts for the Land Lords and Tenants. There will be a definite template you have to stick with for the overall terms and conditions as well as clauses.

The different data which you normally enter are date of agreement, names of tenant and landlord, property name and location, renewal frequency and the agreement period validity. Every time you have to open the template document and find/replace the old data with new information. This at time may be causing incorrect entries and needs proofreading manually. Finally, in order to get the Signature of the parties involved, you will have to wait for the best time for both to arrive and do physical sign and other issues.

To avoid this difficult or duplicate process, Zoho Creator app with simple data entry form along with Zoho Writer which holds the Document Template and fields to be populated from the data entry form. Upon filling up the Zoho Creator Form, the values which are entered in the front end will automatically be mail merged into a new Document based on your naming convention. This document is an extract of the template created by you/your company. Upon submission of the form, the API integration takes care of populating the right fields with the right values, sending the document for Signature to both parties.

Below are the mandatory items needed to make this work:

1) A document template for the contract with the relevant fields configured in Zoho Writer along with Signature fields

2) A valid Zoho Sign License to take care of sending notifications to the parties to Sign and complete

3) A Basic Zoho Creator Form with the API Integration of Zoho Writer and Zoho SIgn workflows to complete the overall flow.

Advantages of Zoho Suite

Zoho Creator helps in preparing the relevant form and also generates document based on the template. The workflow optimization uses the Integration APIs of Zoho Writer helps in populating the template with right field values. Thus, it ensures error free documentation for the contract. Finally, with the e-Signature features of Zoho Sign helps in fully automating the overall business process and reduce the manual tasks and also storage of documents in electronic format. Finally, the productivity and cost saving is huge by having the simplified accurate process of contracts or legal documents.

Conclusion

Contracts, Legal Agreements and other key documentation processes involved in every big enterprise. These are time-consuming and also delay the execution of a contract. The adoption of cloud based Zoho Creator Low code app with the integration of Zoho Writer/Sign helps in solving these challenges effectively.

You can check this app for further information.

Facial recognition using Zoho Creator App

Wed, 28 Dec 2022 13:02:05 +0530

“Curiosity about life in all of its aspects, I think, is still the secret of great creative people.”

– Leo Burnett

Introduction

Facial recognition is a technique that has been around for some time now, but recent advancements have made it more accessible and accurate. It’s not just used by government or law enforcement agencies anymore - it has found its way into the lives of regular people too. In this article you can find how facial recognition be used/implemented in Zoho Creator

Use Case

Facial recognition technology is used in various industries like Manufacturing, Retail, Hotel, Events and Entertainment, Health, Banking and Education.

Imagine if you run a factory and like to track the attendance of the employees who are working in the plant currently in their shift.

The employee master is already uploaded into the application with their photos/images.

You can use a Smart Phone/Tablet at the entry gate to take a photo of the employee during entry at the gate. Once the photo is clicked, the application will recognize the employee's face and will update the status of the relevant employee's record. Based on the successful recognition, you can configure your workflow to mark attendance, record his Time-In, alert if needed to Department Head, etc. using Zoho Deluge scripts. Likewise, when the employee leaves the factory a photo can be taken. This can even be made self-service just by hanging the Tab at exist gate or with a concierge/security desk. Upon taking the snap, the application recognizes the face of your employee/visitor and updates the employee data/visitor register. Using this system you will have full data log/audit log of the employee's activities inside the factory.

Using Zoho Creator Solution

Zoho creator Mobile App with the camera support of the Tablet/Phone devices will enhance the image capture of the face and validate at the backend of the supported third party vendor image repository. With the developed workflow and data available in Zoho Creator backend, you can easily scan through the database of people and provide a valid responses. For this specific use case, the data collected upon Time In and Time Out helps attendance tracking and also ensure a valid/allowed personnel to visit the premises. In addition, the geo fencing features will also help in handling the application use within the stipulated area.

Conclusion

Given the need of technological adoption to smoothen the registration processes and repeat customer data collection, tracking of attendance and reporting common across different businesses, the Low Code Platform of Zoho Creator with the integration of Facial Scan software will help enterprises to manage their business efficiently with less investment on technology and quick deploy solutions.

If you want to integrate or plan to use such features in your existing app or new app, feel free to contact us on our chat or Contact Us Form.

Enhancing Customer Services with Zoho Suite

Mon, 12 Sep 2022 13:55:38 +0530

"Don't dwell on what went wrong. Instead, focus on what to do next. Spend your energies on moving forward toward finding the answer."

– Denis Waitley

Introduction

The way businesses are run today has changed drastically due to the introduction of new technologies and the digital space.There was a time when customers and businesses had limited interactions but in the digital age customers are given the option to interact with the businesses.

Zoho suite of products will help businesses move on to the digital space they are looking for.Zoho will act as a one-stop shop for any function across your business.

Use Case

Let us say you are an Insurance service provider. You let customers login to your customer portal and register themselves.

Once the customer is registered they will be able to select the policy and pay for it. During the process, if the customer is stuck or has difficulty in the process they will need assistance.

This is where technologies like Live chat, Raise a ticket or calling directly to a customer support executive will be needed.

Imagine the customer has certain doubts about the policy and would like to chat with an agent using the live chat option.The live chat can be made available at the bottom right corner of the page so that the customer will be able to chat with an agent.This chat can also be done using a chatbot when the agent is not available or busy with another client.

If the customer wants to raise an issue via email they will be able to do it via a self-service form with the details of the issue and submit. The submitted data will be generated as a ticket which is either assigned to an agent who works with the customer until the issue is solved.

If the customer wants to speak to a support person directly, there is an option in the live chat to make an online call directly with a support person to make it interactive and help in speedy resolution.

Solutions Using Zoho Products

The digital process of on-boarding a customer via the customer portal and letting them choose a service and giving them the best customer service and support can be done using a suite of products which expose their API for integration.

For the specific use case here, below Zoho products are considered:

1.Zoho Creator can take care of the front end of the app interaction with the customer as well as the onboarding of the customer to the application. The app is also mobile/tab/web friendly so that the user can work on the move without any issues.

2.Zoho SalesIQ can take care of the live chat option through with the customer will also be able to call the support person directly. The ChatBot option enables the customer to submit queries which will be answered by a bot when the agents are offline or busy.

3.Zoho Desk will take care of generating tickets raised by the customer which are either submitted in a form or sent by email.

Conclusion

By adopting digital solutions, businesses can seamlessly integrate their services with high productivity and accountability too. Happy Customers will be able to rate your services and also give you repeat business and references too.

Business Insights and Analytics Using Zoho Creator

Thu, 03 Feb 2022 11:53:38 +0530

“The best vision is insight.” – Malcolm Forbes

Introduction

Business insight combines data and analysis to increase the understanding of a situation, resulting in a competitive advantage for your business.

Zoho Creator as a low-code platform can be used to collect data and help in analyzing the data to create an insight of your business.

Use Case

Let us say you have a furniture manufacturing plant and a chain of distributors across your country. These distributors have their own showrooms to sell/display the produced furniture.

Assuming a customer visits a showroom and orders furniture. The showroom which acts as a distributor makes an order to your manufacturing plant for the relevant furniture. Upon receiving the order, the furniture will be manufactured and delivered either to the distributor or to the customer as per the requirements.

The data points involved here are the distributors master data, products data, customers data, warehouse data, logistics data, invoicing and shipment.

Insights

As you can see, there are multiple levels of data to be analyzed in the flow of business. This will be used for low-level understanding of an issue and taking the right action for competitive advantage.

Following are some of the data that can be collected as insights

Number of orders from each distributor.
Highest/lowest orders received for distributor.
Product models which have very high/low bookings.
Showroom with high/low sales volumes.
Defaulters - Those who either have long pending invoice payment due or exceeding the credit limit

Advantages of Zoho Creator

Zoho Creator as a custom application development platform can be used for creating the business operation database requirements along with analytics driven dashboards for getting the overall business insight.

Leveraging the customer portal features of Zoho Creator along with the integration facilities with multiple suite of Zoho products like Zoho Books, Zoho Inventory and other payment gateway providers like PayPal, Razorpay will help the overall supply chain process easier. Below picture shows clearly the same.

With dashboard and analytics, the senior management/Business Decision makers can leverage the Zoho Creator built application as a suitable platform for making great insights and improving the productivity.

Conclusion

Overall the business insight is a tool that will help you in taking better business decisions, Improves operational efficiency and reduce the process cost and increases the revenue of your business.

Custom UI with Zoho Creator Widgets

Thu, 09 Sep 2021 11:21:13 +0530

“Good design is the most important way to differentiate ourselves from our competitors.”

-Yun Jong Yong

Introduction

The Human mind is programmed to get attracted to the colors and ambience it perceives. Therefore apart from the app development, the app design also plays a vital role in keeping the user engaged and active in the application.

For creating a fascinating and pleasing effect to its design in the application, Zoho Creator has a tool called Widget. This will let you with additional features to enhance the front-end capabilities of your app.

Widget capabilities

Widgets enable you to:

Create and customize features that are specific to your app
Redefine the way your application interacts with your customers
Take complete control of the front-end design
Incorporate third party apps that cater to your Creator app

Use Case

Let us take a sample use case of the tourism industry.

Assuming you have a company which provides tourism packages to the customers and charge them according to the package they choose.

Before the customer decides to go for the package, they would like to see the details of the services that are provided in that particular package. It will help them in deciding on the package they would like to opt for from you.

For showing the different available packages, you would need to create a UI that is modern and looks more of your company's standard as well as for the good look and feel for the customers. See the sample shown below.

In this sample widget, the customer will be able to see the packages offered and click on the button to see the details of the relevant package. In addition, the widget can be enhanced to provide multiple UI Options like showing the relevant data in Card Formats, redirected to any pages,etc along with Payment Gateway integration too.

The widget option in Zoho Creator application will give you the flexibility to create a UI which is not only dynamic but also rich in look and feel.

How Widgets work in Zoho Creator?

Step 1:

The widget can be created from scratch by using HTML, CSS and Java Scripts with the required custom look and feel features, standards, logos, any organization's specific standard UI representations as well.

Step 2:

Using the Zoho Creator CLI (Command Line Interface), a project is created with all the supporting libraries. The created widget is placed inside the project folder.

The successfully created project is then packed as a zip file using the CLI.

Please note that any minor change you have to do requires the repetition of building and packaging the Widget. Hence, once you are done with all changes, you can deploy. Else, it would take a considerable amount of time to do and redo of the widget creation process.

Step 3:

Once the zip file is ready, it will be deployed into the Zoho Creator application.From there on, the widget will be hosted inside the Zoho Creator cloud.

You can deploy more than one widget as well for your application depending upon your Zoho Subscription plans.

Conclusion

Thus widget is one feature in Zoho Creator that will give you the freedom to attain the usability you are looking for without compromising on the UI look and feel of the application.

Customer Portal Users Vs Profile/Developer Accounts in Zoho Creator

Fri, 11 Jun 2021 16:09:16 +0530

“An entrepreneur is someone who has a vision for something and a want to create.”

— David Karp

Introduction

In this blog, we will discuss about the usage of Customer Portal Users and the developer accounts relevant to Zoho Creator applications. The correct purpose and way to use these two different groups of users by configuring the right roles/permission sets will be discussed here.

Profile/Developer Accounts

These types of users are the internal organization users and the set of developers, application admins and other major players who are part of the company who purchased Zoho Creator and developed the application. They are responsible for configuration, development, managing master data, setting up workflows, roles, application setting changes, Audit management and backup management of the applications, etc.

They primarily have email accounts/login accounts that belong to the same domain as the subscriber/super admin account. For example, if the super admin/subscriber account belongs to XYZ.COM, all these set of users should have their email accounts come under XYZ.COM only.

At times, the developers may not belong to the same organization. In that case, if the external consultant who develops the application can be added into this set of accounts by configuring the account as a developer. This is the only exception where a developer account domain varies from the subscribed user domain. Rest of the users belonging to any other roles must be of this domain.

In terms of the user subscription for Zoho Creator, the licensing cost is decided upon the number of this group of accounts/users you have purchased.

Customer Portal Accounts

Customer Portal accounts are meant to be used by any users who are outside the organization and will be keen to use your application’s specific features. The users include your vendors, customers, visitors of your app who signed up, etc. Unlike the profile users, customer portal users can login via a portal which can be a default Zoho Creator Public domain or a custom domain which can be configured.

The portal users can be grouped based on different permission sets. Accordingly, you can restrict the use of a portal user to selectively see his/her records or reports alone. Other reports/forms will be completely hidden.

These set of users will be available as an add-on feature in Zoho Creator subscription. (As of date, this feature is available only for Premium Plans.)

Use Case

Assuming you are running a chain of restaurants with different franchises. Let us assume these restaurants serve certain distinct locations alone. Likewise, the food prepared and delivered will also be taken care by specific staff of those franchises. How to use a single application to cater the needs of all these Franchises?

Set up Profile Account

To develop the application, you should have a developer account /super admin account to start with. Assuming this account is purely your application owner account.

The application can be developed in such a way that generalized forms like order entry, billing, order status, etc can be utilized by all franchises. Likewise, the design of relevant reports and pages should be done by this account.

Lastly, before on boarding all Franchises, you have to define the different permission sets. Let us assume the restaurants are present in New York, Chicago and San Francisco.

We have to create 3 different permission sets/groups and the relevant forms/reports mapping to these permission groups. The reports should be designed in a proper filter so that the records of particular location data should not be visible to another location.

Configure the customer portal domain according to the requirement of either the Zoho Default or a domain you own.

Setting up customer Portal Users

With the add-on purchased already for on boarding customer portal users, you can simply create the list of personnel’s and map them into the relevant group.

For example, person who is part of New York operations, must be configured under the New York Permission groups.

This person will receive an invitation email to Sign Up/setting up Password for the first time. Upon setting a password, he/she will be able to login to the portal and see the forms/reports relevant to his profile.

Also, this user has no visibility of data over Chicago and San Francisco Customer Portal users.

With the clear demarcation of customer portal users, an application can be made in a generic manner and can still solve the purpose of an organization which runs with different set of personnel with defined roles without compromising data breach.

For setting up multiple users/profiles, please refer the below blog:

https://www.rysats.com/blogs/post/zoho-creator-profile-setup-for-multiple-users

Support of Mobile App for both types of users

Zoho Creator Mobile App can be used by the profile users, Customer Portal Mobile App can be used by the customer portal users for mobile/tab usage.

Conclusion

As stated above, with the right choice of segmentation of user base, an application created in Zoho Creator can be efficiently managed with different user base with clear split of their roles/permissions/access requirements with a single application.

Minimalism of Business Application Development

Tue, 16 Feb 2021 17:45:36 +0530

“Make things as simple as possible but no simpler.”

-Albert Einstein

Introduction

For a custom business application development of an organization, the architecture may be simple or complex depending upon the size of the organization. The complexity of introducing multiple forms, pages and associated functions is also a factor in designing these applications.

However, with the low code platform products like Zoho Creator, these complexities can be addressed without much difficulties. Moreover, those applications developed are very much user-friendly with simple drag and drop. This ensures the minimalistic way of business application development. Hence the business user does not face many difficulties in developing, designing or using an application built in such low code platform products.

Use Case

Let say you own a restaurant for which you would like to build an online food order application.

Your customers will be able to visit the website or download your application and book the orders depending upon their convenience.

Flow of the application

1) Customer fills up a form online with their order either in the app or in the website.

2) Customer chooses the delivery location or choose pick up.

3) Mode of payment as either cash on delivery or card/UPI payment

4) The order is confirmed and placed.

5) Notification by email, SMS and Mobile Push alerts (if the app is installed in the customer's mobile) is sent

6) Order tracking with relevant status update of the orders real time will be available for customer.

Following are the data that will be required for creating an online Food order application.

1.List of all the menu items that are present in the restaurant.

2.Cost for each item sold.

3.GST/Tax for each item for calculation of the total cost.

Following are some of the Dashboard data and Analytics that you will get out of the application.

1.Total no of orders per day.

2.Highest and lowest ordered items.

3.Graph showing peak order time using the application.

4.Status of each order and their payment methods.

5.Money paid and due in a day.

6.Average time taken for an order to be delivered.

7.Reports with accurate data that can be used for auditing.

8. On demand reports to check past monthly/quarterly sales/orders and others.

Conclusion

The use case covered here is a sample of creating a minimalistic application for an online food order application. With Zoho Creator, we can easily create a custom application which can be scalable, mobile/tab/web friendly and highly secure along with customer portal features. This not only helps internal users but also to external customers via portals with specific roles and access levels.

Digitalization of Health Care without compromising Privacy

Fri, 06 Nov 2020 19:07:42 +0530

“The cheerful mind perseveres, and the strong mind hews its way through a thousand difficulties.”

– Swami Vivekananda

Introduction

With the ongoing pandemic situation and the remote support of Health Care Professionals, there is a huge need of digitalization of health care records without compromising the privacy of the data of the patients. Zoho Creator helps in achieving this with much ease and ensure the accessing can be from anywhere through any device.

Use Case

Let us take a simple use case here.

Let us say you have a Clinic where Patients visit on a periodical basis to check their sugar level and Blood Pressure level so that they will be given medical prescriptions according to their current and the past conditions.

Here we have to take two types of situations into consideration

First the Historical data of the patient has to be stored in a proper file/order according to the past date of visits and the results of any relevant tests taken on those days.
Any on duty Doctor/GP with valid credentials can access the past data of the patient and provide advice/treatment accordingly.

Solution

As a first step, the registration of the patient is done to store the data required. Upon successful registration, the patient details will be stored in the database. A unique QR Code is generated and embedded for each patient in the record/file .

Every time the patient visits the clinic/requires assistance for remote support from a Doctor, the test results can be tagged to the patient's unique ID.

Any Doctor who attends the patient needs to review the patients' history in order for him to prescribe accordingly.

To ensure the data privacy of the patient, the application must have a functionality to allow the Doctor to scan the QR Code of the patient. This in turn will show all the historical records of the relevant patient to the Doctor's view.

The privacy is ensured for the Doctor since the patient's records are available only through Zoho Creator Application where the Doctor has access. Any outsider scans the QR Code will not yield any results/show some numbers of unknown information.

For the patient who undergoes discussions/advice from the doctor, an exclusive customer portal which shows all the historical records for him/her to view. This also ensures no other patient/customer can access the records. The privacy is achieved by means of setting up a proper role/profile based access of the records for every registered patient in the customer portal.

For more information on the customer portal related information, click here.

Conclusion
In order to achieve the above mentioned features in the Health Care domain, Zoho Creator will help in a big way to build a customized Application which is mobile/web/tab friendly.