SERVIO Planner for planning procedures in sanatoriums

Functionalities of the SERVIO Planner program:

• Customer registration;
• Planning procedures taking into account the workload of service providers and specialists;
• Convenient distribution of procedures (manual or automatic);
• Detailed medical record of the guest;
• Planning the work schedule of specialists, taking into account breaks;
• Automatic upload of guest contact data from SERVIO HMS;
• Search for a client by name, contact details or personal bracelet;
• Maintaining a discount program, applying discounts, promotions, accrual/deduction of bonuses;
• Sending notifications to customers about upcoming records.

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The primary task of the SERVIO Planner program is to quickly, conveniently and correctly distribute procedures in sanatoriums, SPA centers, boarding houses and other complexes where medical, preventive or cosmetic procedures are provided.

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Automatic procedure distribution

An important function for institutions that provide a range of procedures, such as, for example, sanatoriums. Allows you to distribute the selected procedures over a specified period of time in one click, taking into account the workload of the service provider and the specialist. Thanks to this, the distribution of dozens of procedures occurs in seconds, which significantly speeds up this process and reduces the time spent on its implementation.

Performance history

The SERVIO Planner program allows you to track the history of health indicators. By regularly entering them into the database, you can easily analyze the dynamics of changes. The program also allows you to create and print medical records and other necessary documentation.

Uploading guest data from SERVIO HMS to SERVIO Planner

The most convenient function for sanatoriums and boarding houses, where accommodation services and medical and preventive procedures are provided. After entering guest data into the HMS database (upon check-in), it is automatically uploaded to Planner, which significantly speeds up the search for a guest in the Planner program, and also saves staff from additional work.

SERVIO Planner – a modern solution for planning procedures and recording clients

Many companies that specialize in providing various types of services keep records of clients by phone and fill out a paper log. This is an outdated system of work in which it is easy to confuse dates, it is problematic to track regular clients and analyze work efficiency.

SERVIO Planner is a convenient tool for optimizing the work of administrators in beauty salons, medical centers, fitness clubs, hairdressers, etc. Using the program to distribute procedures greatly simplifies the process of interaction between the company and its clients. Thanks to SERVIO Planner, they will be able to sign up for a procedure at any time without queues and nerves.

Benefits of using SERVIO Planner

Recording clients is a routine process that requires a well-established algorithm. Keeping track of clients in a notebook or spreadsheet is irrational for several reasons. First, data can be duplicated, which will certainly lead to problems and inconvenience. Second, administrators will have to spend a lot of time searching for the necessary information. To speed up and simplify this process, it is advisable to use special software tools.

The SERVIO Planner program is necessary for:

• Planning the work of the staff of a sanatorium, spa complex, massage parlor, etc. SERVIO Planner allows you to pre-register clients in a single information system, ensuring a stable number of orders and tracking employee workload. In order to check the client registration log, it is enough to go to a specific date.
• Planning the occupancy of spa salons, sanatoriums, boarding houses and other medical and preventive centers. Thanks to SERVIO Planner, you can quickly find a free specialist at a convenient time for the client. All working days, weekends, sick days and vacation days of employees are displayed in the program. The office schedule can be quickly changed taking into account breaks.
• Maintaining electronic medical records of patients. In addition to the work schedule of specialists, SERVIO Planner provides detailed information about the condition of patients' bodies, their diagnosis, the prescribed course of treatment, test results, etc. This allows you to track the dynamics of changes in key indicators and improve the quality of service.

SERVIO Planner allows you to effectively use every minute of your employees' working time. All completed, current and planned orders will be in the calendar next to the names of the performers.

Features of SERVIO Planner

The procedure planning program from Expert Solution will be equally useful for sanatoriums, beauty salons, private medical institutions, spa complexes, fitness clubs, and companies that provide on-site services (massage salons, hair salons, etc.). Thus, you can avoid duplication of orders and ensure timely provision of the declared services. 

Using the SERVIO Planner program will help you avoid errors and confusion due to differences in handwriting in paper journals. Thanks to the systematization of the customer base, the institution's administration will be able to identify loyal customers, offer them additional bonuses, automatically generate discounts, set tags and order statuses, track payments, and send messages to employees and customers.