Diet Plan Request and Diet Plan Management
App for Dietitian / Nutritionists in Odoo
Customer Diet Plan Manage for Dietitian
This app allows you to manage diet requests from your customer and visitor/guest from your website and manage it in the backend request in Odoo using the diet request team as shown in below screenshots.
Main Features :
- Website Request Form: Customers / Visitors of a Website can send a diet request from your website by filling out a form and submitting.
- Diet Request Unique Number: Generation of unique number/id of a diet request on submission and record it as a diet request in the backend.
- Customer Portal: Customers can check the status of all diet requests submitted by them on My Account at the Portal side of your website.
- Diet Request Backend Management: Allow the Dietitian Manager to assign the diet request to the Diet Officer and Diet team.
- Create Quotation: Allow the Dietitian Officer / Manager to create and manage quotations and send them to your customers. From sales quotation to invoice and payment you will follow odoo standard workflow of sales and invoice module.
- Create Task: Allow the Dietitian Officer to Create project tasks for diet team including dietitians and nutritions.
- Create Customer Assessment: Allow the Dietitian Officer to Create a Customer Assessment from diat request form.
- Create Appointment: Allow the Dietitian Officer to Create a Appointment from the Diet Request with customer and diet team members including dietitians doctor.
- Diet Teams: Allow your Dietitian manager to configure and manage Diet Teams.
- Diet Request Stages: Allow Dietitian manager to configure and manage diet request stages under configuration.
- Customer Assessment: Dietitian can create / edit / modify / verify the Customer Assessment Request with customer during first visit of customer with Dietitian.
- Assessment Question : Dietitian Can add the Assessment questions on Customer Assessment form using button which will add more generic questions / frequent questions on assessment form and allow them to put answers on it.
- Diet Plan : Dietitian can work on Diet Plan for customers. And give Diet plans to customers they are consulting on.
- Add Diet Template : Plan Template on Diet Plan which will be used as generic templates during diet plan creating for customers based on customer assessments.
- Create Material Requisition : Dietitian / Officer / Manages can create Customer Material Requisition on Diet Plan.
- Configuration : Allow you to configure Assessment Questions, Diet Plan Stages, Assessment Stages, Diet Request Stages, Diet teams, Goals, Diseases, Nutritions, Dietitians and Products.
- Portal / Customer : Show the diet request and diet plans on my account portal to your customers.
Roles by Users:
-
1. Customer / Guest / Public User
- They can create diet requests from your websites using form.
- Customers after logged in can view submitted Diet Requests in My Account Portal of your website.
- Dietitian Managers can Assign Requests to Dietitian Officers and Dietitian Team.
- Dietitian Managers can create a Customer Assessment , Sale Quotation, Appointment and Create Task from the diet request.
- Discuss with Customers using open chatter or meetings.
- Print Pdf Report of Diet Request.
- Dietitian Officers can create a Customer Assessment , Sale Quotation, Appointment and Create Task from the diet request.
- Discuss with Customers using open chatter or meetings.
- Print Pdf Report of Diet Request.
- Dietitians can see and manage Diet Requests assigned by the Dietitian Manager.
- Dietitian can work on a diet plan. Add the day lines on the diet plan. Create the Material Requisition on Diet Plan.
- Dietitian can print the Customer Assessment PDF Report.
- Dietitian create and manage Plan Templates for customer Diet Plan which can be used on diet plan form.
- Dietitian and nutritionist are persons who are responsible for the full diet plan of the customer.
2. Dietitian Manager
3. Dietitian Officer / User
3. Dietitian / Nutritionist
Role of Customer / Guest / Public User
Role of Dietitian Manager
Role of Dietitian Officer
Role of Dietitian / Nutritionist / Diet Doctor
Menus Available:
- Diet
- Diet Requests
- Customers
- Customers
- Customer Assessments
- Plans
- Diet Plans
- Diet Plan Templates
- Products
- Configuration
- Assessment Questions
- Diet Plan Stages
- Assessment Stages
- Diet Request Stages
- Diet Teams
- Goals
- Diseases
- Nutritions
- Dietitians