Overview of Admin Dashboard

The Admin Dashboard is your central command center for managing the entire NoidNurse healthcare staffing platform. From here, you can monitor key metrics, access all modules, and maintain oversight of daily operations.

Step-by-Step: Your First Day

1. Log in with your administrator credentials
2. Review the dashboard overview to understand current status
3. Check compliance alerts and address any urgent items
4. Navigate through the sidebar to familiarize yourself with each module
5. Set up your notification preferences in Settings

Adding a New Nurse

1. Navigate to Care Operations > Nurses in the sidebar
2. Click the "Add Nurse" button in the top right
3. Select the nurse type (Human or Humanoid)
4. Fill in required fields: name, contact information, specializations
5. Upload credential documents (licenses, certifications)
6. Set availability schedule and preferred assignment types
7. Click "Save" to create the profile

Managing Credentials & Compliance

Each nurse profile has a dedicated Credentials section where you can:

• Upload and verify nursing licenses
• Track certification expiration dates
• Set up automatic expiration reminders
• View compliance status at a glance
• Generate compliance reports for audits

Editing Nurse Profiles

1. Find the nurse using the search bar or filters
2. Click on the nurse name or the "Edit" icon
3. Update the necessary information
4. Click "Save Changes" to apply updates

Creating a New Assignment

1. Go to Care Operations > Assignments
2. Click "Create Assignment"
3. Select the patient from the dropdown
4. Choose the service type required
5. Pick an available nurse (system suggests best matches)
6. Set the date, start time, and duration
7. Add any special instructions or notes
8. Click "Confirm Assignment"

Using the Calendar View

The Calendar module provides a visual overview of all scheduled assignments:

• Day View: Detailed hourly breakdown of assignments
• Week View: Weekly overview for planning purposes
• Month View: High-level monthly schedule
• Click any slot to quick-create an assignment
• Drag and drop to reschedule assignments

Resolving Scheduling Conflicts

When conflicts arise, the system will alert you. To resolve:

1. Review the conflict notification in the alerts panel
2. Click on the conflict to see details
3. Choose one of the suggested resolutions:
   • Reassign to a different available nurse
   • Reschedule to a different time slot
   • Split the assignment between nurses
4. Confirm the resolution and notify affected parties

CRM Contacts

The CRM module stores all contact information and interaction history:

1. Navigate to Sales > CRM Contacts
2. Use filters to segment contacts by type, status, or source
3. Click "Add Contact" to create a new entry
4. Log all interactions (calls, emails, meetings) for each contact
5. Set follow-up reminders and tasks

Managing Partnerships

For facility partnerships and organizational agreements:

• Organizations: Track partner facilities and their details
• Agreements: Store contracts, terms, and renewal dates
• Service Orders: Manage ongoing service commitments
• Performance: Monitor partnership metrics and satisfaction

Creating Partnership Agreements

1. Go to Partnerships > Agreements
2. Click "New Agreement"
3. Select or create the partner organization
4. Define the agreement terms, services covered, and pricing
5. Set the agreement start date, end date, and renewal terms
6. Upload the signed contract document
7. Activate the agreement to enable service orders

Humanoid Fleet Management

Monitor and manage your humanoid nursing units:

• Status Dashboard: Real-time view of all units (available, on-duty, charging, maintenance)
• Battery Monitoring: Track charge levels and schedule charging times
• Maintenance Scheduling: Plan preventive maintenance and track repairs
• Diagnostics: View system health reports and error logs
• Software Updates: Manage firmware and software deployments

Compliance Tracking

Stay compliant with healthcare regulations:

1. Navigate to Settings > Compliance
2. Review the compliance dashboard for overall status
3. Address any expiring credentials or certifications
4. Complete required training attestations
5. Generate compliance reports for audits

Generating Reports

The Reports module provides insights into operations:

• Assignment Reports: Completion rates, cancellations, no-shows
• Utilization Reports: Nurse workload and efficiency metrics
• Compliance Reports: Credential status and training completion
• Fleet Reports: Humanoid unit performance and maintenance history

Managing Invoices

1. Navigate to Finance > Invoices
2. View all invoices with status filters (draft, sent, paid, overdue)
3. Click "Create Invoice" to generate a new invoice
4. Select the client and add line items from completed assignments
5. Review totals and apply any discounts or adjustments
6. Send the invoice via email or download as PDF
7. Track payment status and record payments received

Revenue Tracking

Monitor financial performance through reports:

• Revenue Dashboard: Monthly and yearly revenue trends
• Service Revenue: Breakdown by service type
• Client Revenue: Revenue by client/facility
• Nurse Productivity: Revenue generated per nurse

AR Aging

Manage accounts receivable effectively:

• View AR aging buckets: Current, 30 days, 60 days, 90+ days
• Set up automatic payment reminders
• Track collection efforts and notes
• Export AR reports for accounting

Pricing Plans

Configure and manage service pricing:

1. Go to Finance > Pricing Plans
2. Create pricing tiers for different service levels
3. Set hourly rates, flat fees, or package pricing
4. Apply special rates for partnership agreements
5. Configure overtime and holiday rate multipliers

Creating Job Postings

1. Navigate to HR > Job Postings
2. Click "Create Job Posting"
3. Enter the job title, description, and requirements
4. Specify location, schedule type, and compensation range
5. Set the posting status (draft, active, closed)
6. Choose distribution channels (internal, job boards, social media)
7. Publish and share the posting

Managing Applicants

Track and process applications efficiently:

• View all applicants with filtering and search
• Review resumes and application details
• Rate and score candidates against requirements
• Move candidates through the hiring pipeline
• Add notes and share feedback with team members

Scheduling Interviews

1. Go to HR > Interviews
2. Select the candidate to interview
3. Choose interviewers and interview type (phone, video, in-person)
4. Pick available time slots
5. Send interview invitation to the candidate
6. Add interview questions and evaluation criteria
7. Record interview feedback after completion

Offers & Onboarding

Complete the hiring process:

• Offers: Generate offer letters with compensation details
• Tracking: Monitor offer acceptance/decline status
• Onboarding: Create onboarding checklists for new hires
• Documentation: Collect required forms and credentials
• Training: Assign initial training modules

Sales Pipeline

Visualize and manage your sales process:

• Kanban-style board showing deals by stage
• Drag and drop to move opportunities through stages
• Pipeline value and forecasting metrics
• Filter by owner, value range, or close date

Managing Opportunities

1. Navigate to Sales > Opportunities
2. Click "New Opportunity"
3. Link to an existing contact or organization
4. Enter opportunity details: value, expected close date, probability
5. Add services of interest and competitor information
6. Track activities and next steps
7. Update stage as the deal progresses

Generating Quotes

1. Go to Sales > Quotes
2. Click "Create Quote"
3. Select the client and opportunity
4. Add services and quantities from the catalog
5. Apply pricing rules and any discounts
6. Add terms and conditions
7. Send to client or download as PDF
8. Track quote status (sent, viewed, accepted, rejected)

Referral Program

Manage referrals and track referral rewards:

• Log referrals from existing clients or partners
• Track referral source and conversion status
• Manage referral rewards and payouts
• Generate referral performance reports

Creating Campaigns

1. Navigate to Marketing > Campaigns
2. Click "New Campaign"
3. Enter campaign name, objective, and target audience
4. Set the campaign timeline and budget
5. Define success metrics and KPIs
6. Add campaign assets (emails, landing pages, ads)
7. Launch the campaign and monitor performance

Email Marketing

Create and send email campaigns:

• Templates: Create reusable email templates
• Segmentation: Target specific contact groups
• Personalization: Use merge fields for customization
• Scheduling: Schedule sends for optimal timing
• A/B Testing: Test subject lines and content variations

Building Email Templates

1. Go to Marketing > Email Templates
2. Click "Create Template"
3. Choose a template type or start from scratch
4. Use the drag-and-drop editor to design your email
5. Add personalization tokens (name, company, etc.)
6. Preview on desktop and mobile views
7. Save and use in campaigns

Marketing Analytics

Track and analyze marketing performance:

• Email Metrics: Open rates, click rates, unsubscribes
• Campaign ROI: Cost vs. revenue generated
• Lead Generation: New leads from each campaign
• Conversion Tracking: Leads to customers conversion

Account Settings

Manage your personal account settings:

• Update profile information and contact details
• Change password and security settings
• Configure notification preferences
• Set timezone and language preferences
• Manage two-factor authentication

User Management

1. Navigate to Settings > User Management
2. View all system users and their roles
3. Click "Add User" to create a new account
4. Assign appropriate role (Admin, Manager, Staff, etc.)
5. Set permissions and access levels
6. Deactivate accounts for departed employees

System Configuration

Configure organization-wide settings:

• Company Settings: Logo, name, contact information
• Business Hours: Operating hours and holidays
• Notification Rules: System-wide alert configurations
• Data Retention: Archive and deletion policies

Integrations

Connect NoidNurse with external systems:

• Calendar Sync: Google Calendar, Outlook integration
• Accounting: QuickBooks, Xero connection
• Communication: Email server configuration
• API Access: Generate and manage API keys