Administration Module

Integrating WhatsApp with DrPro allows you to automate communication with your patients, such as sending them reports, appointment reminders, and prescriptions directly. This guide will walk you through the initial registration process to connect your WhatsApp Business account with the DrPro application.   Step-by-Step Guide     Step 1: Navigate to WhatsApp Integration   From the main sidebar on the left, click on Administration, and then select WhatsApp Integration from the sub-menu. This will open the setup page.   Step 2: Understand the Setup Options   The page has two main tabs for managing your connection: Registration: This is the tab for the initial, one-time setup to link your WhatsApp Business API credentials with DrPro. User Login: This tab is used to log in and manage your integration settings after the initial registration is complete.   Step 3: Complete the Registration Process   The “Registration” tab will be selected by default for the first-time setup. User Name: Enter the username provided by your WhatsApp Business API provider (e.g., Meta, Twilio, or another service). Phone Number: Enter the official business phone number that is registered and verified with your WhatsApp Business account. Password: Enter the password or API key associated with your WhatsApp Business API account. Click the Register button to finalize the connection. Once successfully registered, DrPro will be authorized to send messages on your behalf through the connected WhatsApp number.   Step 4: Manage Your Connection   After the initial setup, you can use the User Login tab to reconnect, view your connection status, or manage your integration settings as needed. 👉 Continue learning with our next guide: How to Configure Automated WhatsApp Messages in DrPro.

The Role management section is a powerful tool that allows you to create specific job functions and control what each user can see and do within DrPro. By defining roles like “Receptionist,” “Pharmacist,” or “Lab Technician,” you can ensure that your staff only has access to the modules and features relevant to their job.   Step-by-Step Guide     Step 1: Navigate to the Role Section   From the main sidebar on the left, click on Administration, and then select Role. This will open the role management dashboard.   Step 2: Select the Correct Module   At the top of the screen, you will see tabs for each of your active modules: Clinic, Inventory, Supplier, Lab, and Pharmacy. Roles are specific to each module. Before adding a role, you must first click on the tab for the module where this role will be used. For example, a “Pharmacist” role should be created under the Pharmacy tab, and a “Technician” role under the Lab tab.   Step 3: Add a New Role   After selecting the appropriate module tab, click the Add Role [Module Name] button (e.g., “Add Role Clinic”). A “New Role” pop-up will appear. In the Name field, enter a clear and descriptive name for the role you are creating (e.g., Receptionist, Senior Doctor, Inventory Manager, Lab Assistant). Click Submit. The new role will now appear in the list under the selected module tab.   Step 4: Manage Existing Roles   The main screen lists all the roles you have created for the selected module, showing the Name and Date Created. To manage a role, use the icons in the Action column: Edit (Pencil Icon): Click this to rename an existing role. Delete (Trash Can Icon): Click this to permanently remove a role. Be cautious, as this may affect any users currently assigned to this role.   Step 5: Assign Roles to Users   Once you have created your roles, the final step is to assign them to your users in the User section. Assigning a role to a user will grant them the permissions and access levels that you have defined for that specific role. 👉 Before defining roles, make sure you have your team set up. Check out our guide on How to Manage Users in DrPro Administration!

The User section is where you control who has access to your DrPro application. Here, you can add new staff members, manage their credentials, and activate or deactivate their accounts, ensuring your system remains secure and organized.   Step-by-Step Guide     Step 1: Navigate to the User Section   From the main sidebar on the left, click on Administration, and then select User from the sub-menu. This will open your user management dashboard.   Step 2: Understand the User Dashboard   The main screen displays a list of all users registered in your system. You can see key details at a glance: Name & Email: The user’s identification details. Status: A toggle switch showing if the user’s account is currently Active (blue) or Inactive (grey). Action: A set of tools to manage the user account. To find a specific person, use the Search User bar at the top.   Step 3: Add a New User   Click the Add New User button in the top-right corner. A pop-up form will appear. Fill in the new user’s information: Full Name User Name (for logging in) Email address A secure Password Gender Are you a doctor?: Select “Yes” or “No”. This may assign specific privileges or roles to the user. Click Submit to create the new user account. The user will now appear in your main list.   Step 4: Manage Existing Users   The Action column next to each user provides three main functions: Status Toggle: Click this switch to quickly activate or deactivate a user’s account. An inactive user will not be able to log in. Edit (Pencil Icon): Click this to open the user’s details form and make changes to their name, email, or other information. Delete (Trash Can Icon): Click this to permanently remove a user from the system. This action should be used with caution. 👉 Continue learning with our next guide: How to Define and Assign Roles in DrPro Administration.

The Administration module is the central control panel for your entire DrPro application, and the Product section is where you manage which core functionalities are active for your organization. This guide explains how to enable or disable different modules like Clinic, Lab, or Pharmacy.   Step-by-Step Guide   Step 1: Navigate to the Administration Panel   From the main sidebar on the left, click on Administration. This will open the high-level settings for your account. Then, select Product from the options.   Step 2: Understand the Product Subscriptions Dashboard   This screen provides a clear overview of all the DrPro modules available to you and their current status: Name: Lists the core modules (e.g., Clinic, Inventory, Lab, Pharmacy). Subscriptions: A toggle switch that shows if a module is currently active (ON – blue) or inactive (OFF – grey). Start Date: Shows the date when the subscription for that specific module was initiated.   Step 3: Activate or Deactivate Modules   Managing your active modules is as simple as flipping a switch: To activate a module: Click the toggle switch so it turns blue. The corresponding module will now be accessible to users in your organization (based on their roles and permissions). To deactivate a module: Click the toggle switch so it turns grey. This will make the entire module and its features inaccessible to all users. Important Note: This is a high-level administrative action. Deactivating a module will affect your entire organization’s workflow until it is re-enabled.   Step 4: Review Your Subscription Start Dates   The Start Date column provides a helpful record of when each part of your DrPro service was activated, which can be useful for account management and history tracking. 👉 Continue learning with our next guide: How to Manage Users and Roles in DrPro Administration.