Sattvic Sage Solutions
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This document describes an Ayurveda practice management software solution. The software allows practitioners to manage clients, assessments, treatments, inventory, billing, and appointments. It is cloud-based so it can be accessed from any device with an internet connection. The software includes modules for client relationship management, clinic management, assessments, treatments, appointments, tasks, emails/alerts, and reporting. It aims to help practitioners efficiently manage all aspects of their Ayurveda practice.
Sattvic Sage Solutions
- 1. YOUR AYURVEDA SOFTWARE SOLUTION
- 2. System Overview Settings Database Management System Ayurveda Practice Client Relationship Appointments and Tasks (*) Clinic Management Emails & Alerts (*) Clinic Management includes Inventory Management and Billing
- 3. System Configuration All you need is your Personal Computer / Internet connection Sattvic Sage Solutions is On-The-Cloud No Need to Download Software No Installation Required Automatic Data Back-up SSL and Encrypted Data Communication
- 4. CRM Client Database, Dashboard, Notes, Reports, Invoicing, Inventory Calendar, Appointment Setting, Auto 'Appointment Confirmation' Emails Upload Documents or Images to client profiles Customizable Management Settings to include your business Logo, Treatment Options, Service Options, Specific Herbs & more! Cloud-Based - Accessible from PCs or Mobile Devices Secure SSL Certification Data Encryption Assessment Modules: Dosha Prakruti ~ Vikruti Sampratpi Jihva Pariksha Nadi Pariksha Manas Treatment Modules: Rasayana Panchakarma Curative Treatment Pre-Formatted Options available or Customizable to your specific input Exports all treatment suggestions into a printable 'Client Report' for print or email Key Features
- 5. Key Features Automatic Data Backup Access Versions: Single User or Multi-User Establish Log-In & Access Levels for Each User May be linked to your business website May be utilized in English or French May be utilized in All Currencies Affordable, Competitive Pricing Automatic Recurring Billing One-On-One Training provided Step-By-Step User Manual Ongoing Personal Support & Help-Desk Personal Demo Prior to Commitment
- 7. Panchakarma Treatment Options Each Section Allows for Numerous Options or Customized Recommendations Purvakarma Ahara Snehana Swedana Pashchatkarma Vihaara Samvahan Panchakarma Vamana Virechana Basti Shirovirechana Raktamokshana
- 8. Curative Treatment Options Completely Customizable
- 9. Conceptual Workflow Assessments: Client Intake ~ Dosha, Prakruti, Vikruti, Samprapti Jihva Pariksha, Nadi Pariksha, Manas Treatments: Rasayana, Panchakarma, Curative, Allopathic Referrals VATA % PITTA % KAPHA % IMBALANCE % Clients Report
- 11. Change to French with 1 Click!
- 15. Dashboard: All-in-One Screen Directly from CRM Module, View your Daily Actions for Clients
- 16. Dashboard: All-in-One Screen Directly from TASK Module, View your Reminders for Non-Client-Related Tasks
- 17. Dashboard: All-in-One Screen Directly from INVENTORY Module, View Notifications when running low in quantity
- 18. Dashboard: All-in-One Screen Directly from your CALENDAR, View your Appointments for the day
- 19. Sequencing Your Set-Up Simple Steps Clinic Currency Units of Measure CRM Settings Clients Services Products Staff - Set Privileges - Credentials How-to Step-by-step How-To Manual: Just click Help in the Navigation Bar Examples/Screens described in detail Simple wording Total 150 pages! (not hundreds or thousands)
- 20. CRM - Client Relationship Management
- 21. SEARCH: Easily find clients by keywords CRM Search Made Easy
- 22. SORTABLE COLUMNS: Just click the Column Title to resort CRM Sort by Column Title
- 23. When it was last time that you contacted your Clients? CRM Once upon a time
- 24. What will happen next for your Client? CRM Action Items ~ What Next?
- 25. When will the next action need to occur? CRM Action Items ~ When?
- 26. At anytime, you may export the entire database into Excel with just 1 - Click! CRM Freely Export Data
- 27. If you want to import your current lists of Clients, just click here! CRM: Import Current Client Info
- 28. What format do I use? Simple! Download your example and do the same CRM: 'How-To' Import Client Info
- 29. Clinic/Practitioner Management Set up Your Services, Treatments, Products & Pricing
- 32. All Settings
- 33. Clinic/Practitioner Setting Input your information - Add Logos, Etc
- 34. Working Calendar
- 36. Choose Your Units of Measurement
- 38. Personalize Your Email Preferences Decide Who Receives and When
- 39. Import your current Clients from another list or system
- 42. Assign/Limit Access Privileges for Each Staff Member (by Function)
- 43. CRM: Add New Client
- 44. CRM: Client Management System
- 45. Clients Information & Functions: All in One Screen
- 46. Client Actions / Notes
- 49. Client Intake
- 50. Prakruti
- 51. Vikruti
- 52. Jihva Pariksha
- 53. Nadi Pariksha
- 54. Manas
- 55. Samprapti Includes Drop-Down Boxes for Each Section. May be stored for future cross-check
- 56. Image Upload
- 58. Dietary Plan
- 59. Exercise
- 60. Meditation
- 61. Yoga Asana
- 62. Pranayama
- 63. Mantra
- 64. Dinacharya
- 66. Cleansing Plan
- 67. Aromatherapy
- 68. Color Therapy
- 69. Sound Therapy
- 70. Gem Therapy
- 72. Chakra Balance
- 73. Marma Therapy
- 74. Panchakarma
- 75. Client Report Automatically Generate a PDF Report 3 Options: Print, Save or E-mail to Client
- 76. Calendar Establish day/times of availability
- 77. Calendar
- 78. Set Appointment
- 79. Appointment Confirmation Upon Clicking 'Confirm' button, Automatic Emails will be received by Client, based on your preferences - Confirmation E-mail - Reminders
- 80. Tasks Management
- 81. Add New Task
- 82. 'Re-order Point' Inventory Report
- 83. Generate Invoices - Print/Mail/Email
- 84. Karla A. Cain Owner Pierpaolo Mangeruga IT & Engineering Director CALL OR EMAIL US FOR A LIVE DEMO! SATTVICSAGESOLUTIONS@GMAIL.COM 708-638-4663