Project description
I have developed a comprehensive system tailored specifically for hospital management using CRM, Creator, Desk, Books. Here’s a breakdown of the features you mentioned:

Admission Management: This feature likely includes functionality for admitting patients into the hospital system, capturing relevant patient information, assigning rooms, and managing the admission process efficiently.

Addendum: This feature might involve adding additional information or notes to a patient’s record after their initial admission. It could be used for documenting any changes or updates during the patient’s stay.

Room Management (Available/Vacated): This aspect involves tracking the availability and occupancy status of rooms within the hospital. It allows staff to efficiently assign rooms to patients upon admission and mark them as vacated upon discharge.

Room Move: This feature facilitates the process of transferring patients from one room to another within the hospital. It may involve updating room assignments, notifying relevant staff members, and ensuring a smooth transition for the patient.

Discharge Management: This feature encompasses the process of discharging patients from the hospital. It involves completing necessary documentation, updating the patient’s status, and making arrangements for follow-up care if needed.

Representative Management: This feature could involve managing information related to patient representatives or next of kin. It may include contact details, relationship information, and permissions for accessing patient records or making decisions on behalf of the patient.

Forms Management: This aspect includes managing various types of forms used within the hospital, such as residential forms, NOPE (Notice of Privacy Practices) forms, and RAC (Recovery Audit Contractor) documents. It may involve storing, organizing, and retrieving these forms as needed.

Reports: This feature enables generating various reports based on the data collected within the CRM system. These reports could include admission statistics, room occupancy rates, discharge summaries, and more, providing valuable insights for hospital management and staff.

Calculations: This aspect involves performing various calculations related to hospital management, such as billing calculations, medication dosages, or patient care metrics. It ensures accuracy and efficiency in managing hospital operations.

By integrating these features into your CRM system, you’re providing a comprehensive solution for hospital management, streamlining processes, and improving overall efficiency and patient care.

To begin, the setup involves configuring Xero SDK and CRM API authorization process, ensuring secure access to Xero’s financial data. This step establishes a secure connection between the systems, allowing for the exchange of information.

Next, a connector is created to facilitate common methods required for data manipulation and synchronization between Xero and Zoho CRM. This class acts as a bridge between the two platforms, enabling the creation, updating, and retrieval of data such as contacts, accounts, items, chart of accounts, and invoices.

A script is then developed to handle the creation and updating of data in Xero. This script automates processes related to managing contacts, accounts, items, chart of accounts, and invoices, ensuring accuracy and efficiency in data management.

Additionally, a reporting script is implemented to provide insights into the success and failure of data synchronization between Xero and Zoho CRM. This script generates daily reports and sends email notifications to stakeholders, allowing for timely action on any discrepancies or issues encountered during the integration process.

Overall, the integration between Xero and Zoho CRM enhances business operations by facilitating seamless data flow and improving collaboration between financial and customer relationship management functions

Developed a comprehensive application management system utilizing Zoho Creator, Project, Books, CRM, and Booking to streamline university program admissions, including government fellowships and visiting fellow opportunities.

Key Features:

Prescreening Process: Implemented eligibility verification before the application process.
Application Form: Created a user-friendly form to collect comprehensive applicant information.
Fee Collections: Integrated payment gateways for secure application fee processing.
Agent and MR Allocation: Assigned agents and managing representatives to guide applicants.
Workflow Management: Developed a flexible system to manage applications through multiple stages.
Dynamic Reports: Generated insightful reports on applicant demographics, fee collections, and more.
Assessment Process: Implemented fair assessment modules for candidate evaluation.
Student Management: Established a system to track student progress and manage academic records.

Additional Considerations:

Prioritized user authentication and data security.
Customizable to accommodate diverse program requirements.
Seamless integration with existing systems and platforms.

Technologies Used: Zoho Creator, Project, Books, CRM, Booking
Outcome: A scalable, efficient, and user-friendly solution for university program management

Project description

I’ve crafted to empower businesses like yours to thrive in today’s dynamic landscape. One such standout project is the tailored Zoho Field Service Management (FSM) solution I developed for a valued client, seamlessly integrated with Google Photos and Calendar.

Project Goals:

Enhance operational efficiency in field service management.
Provide seamless integration with Google Photos and Calendar.
Customize Zoho FSM to align with client-specific requirements.

Key Features and Customizations:

Customized Workorders: Tailored workorder templates and custom fields were implemented to optimize workflow processes and accommodate client-specific needs.

Automated Appointment Creation: Developed an automated system to generate appointments for each workorder, synchronizing seamlessly with Google Calendar. This ensured efficient scheduling and minimized delays.

Installer Selection: Integrated a feature enabling the easy selection and assignment of installers for workorders, based on availability and skillset, to optimize resource allocation and job execution.

Estimate Customization: Customized estimate templates with personalized branding and itemized breakdowns, enhancing client communication and improving overall transparency.

Google Photo Integration: Seamlessly integrated Google Photos to facilitate enhanced documentation and communication. Technicians can capture and attach photos directly to workorders, expediting issue resolution and ensuring service quality.

Google Calendar Integration: Real-time synchronization with Google Calendar ensured that all appointments and schedules were up-to-date, fostering better coordination and communication across the team

Embarking on a journey to deepen my understanding and expertise in customer relationship management (CRM), I dedicated myself to obtaining certifications in Zoho CRM. These certifications have not only expanded my knowledge but also empowered me to leverage the full potential of Zoho CRM in various professional settings.

I am proud to be certified in Zoho Creator, a powerful platform for building custom business applications. Overall, Zoho Creator empowers businesses to digitize their processes, improve efficiency, and drive innovation. With its intuitive interface and powerful features, it’s a valuable tool for businesses looking to streamline their operations and stay ahead in today’s competitive landscape.