Introduction

Manage your Business… Anytime, Anywhere. Be up to date with your business’ real-time status with
the E2E Business software. The software offers an easy to use interface and has a dashboard that
provides the overall overview of your business processes. We also integrated process controls to help
you better manage your business with great results.

Legend

Delete button

Edit button

Send button

Login to the System

Open the website’s URL. The site will show the Login screen which is used to authenticate a user.

Type in the username (to be given by the administrator) and password. Click the Login button or press
<Enter> on the keyboard to authenticate.

Note: See Employee Register

See User Account Register

After the successful log in, the user will be forwarded to the main page

Note: Only the administrator can register an employee to the system. Commented [e1]: ? Only the administrator can register an
employee to the system
DASHBOARD
The system provides a glimpse of the performance of the company’s different branches in terms of
revenue, income, gross profit, turnover, etc. through the dashboard. Other relevant information that the
company needs may also be added.

Moreover, the system is primarily divided into four sections: Registry, Modules, Reports, and Approval.

Registry
In the registry section, the management enters the needed information as a pre-requisite for the system
to work. This is where we set up the Chart of Authority, the User Account Register and among other
forms, which basically provides internal control for the system and the management.

Note: The Registry menu is divided into six sections in which the forms are classified according to its
type; Human Resource, Administrative, Finance, Procurement, Commercial, and Warehouse. These
forms are pre-requisites of the other remaining menus.

Human Resource
In this section, the administrator is able to register an employee into the system, as well as designating
the said employee in his/ her assigned department.

Employee Register
Registry > Human Resource > Employee Register

In this page, the admin can register their employees' information.

Before registering an employee’s information, the departments of the company must first be set up and
added to the site. This step will aid the company to efficiently utilize its strategic business structure
through its different company departments.

Note: Establishing the various company departments is a pre-requisite to registering an employee’s

information.

Steps to add a department

 From the administrator tools, click “Human Resource” and proceed by clicking the Employee
Register.
 To add a department, click the “Add Department” button.
An “Add New Department” box will then pop up on the screen.

 Type in the new Department ID with its corresponding Department, then click save.
 To edit, click the note icon in line with record you wish to modify.
 To delete, click the delete icon in line with the record you wish to delete.
Once the company departments have been set up on the site, the next step is to register an employee’s
information.

Steps for registering an employee

 From the administrator tools click the “Human Resource” then the Employee Register.
 Drag the mouse pointer to the company department that the employee is designated in. That
department will then be highlighted.

 To add an employee’s information, click on the department highlighted.

A “List of Employee” pop up box will then appear on the right side of the “List of Department” box.

Note: In the figure above, the employee’s information to be registered will fall under the
“Accounting Department,” assuming that it is the department where the employee is designated in.

 Add an employee’s information by clicking the “Add New” button on the upper-right corner of
the pop-up box.
A “New Employee Entry” box will then appear on the screen.

 Under the “Employee Info,” fill up the necessary information needed: Employee Name,
Birthdate, and Email Address.
 Under the “Other Info,” fill up the necessary information needed: TIN, SSS, Philhealth, and Pag-
ibig.
  For “Work Info/ Status,” you can determine the Employee Type, Designation, License No., and
Specialization.

There are four choices under Employee Type: Admin, Billing Clerk, Physician, and Nurse.

For Admin and Billing Clerk, only the Employee Type and Designation fields can be accessed. The
License No. and Specialization fields are inaccessible.

For Physician and Nurse, all fields can be accessed.

 Once all fields are filled up, click save.

 To edit, click the note icon in line with record you wish to modify.
 To delete, click the delete icon in line with the record you wish to delete.

Administrative
This section covers the setting of the type of business handled and where they are located in. At the
same time, the admin can also set the intended approvers, reviewers and certifiers for certain
documents for better tracking and management.

Chart of Authority

Registry > Administrative > Chart of Authority

The Chart of Authority is one of the essential controls of the system where the administrator assigns and
authorizes employees to be in-charge of certain documents. By setting such action, the administrator
could keep track of documents and to whom they were assigned.

Steps for Access

 From the administrator tools click the “Admin” then the Chart of Authority.
 To edit, click the update icon in line with the name of the document you wish to update.
When clicking the “Update” button of a specific document, an “Update Document Approver” pop-up
box will appear; wherein the document name can be edited and an Approver, Certifier, and Reviewer
can be assigned.

Note: If no person is assigned on a certain field, leave it blank.

  After all edits have been done, click save to update.

User Account Register

Registry > Administrative > User Account Register

The User Account menu allows the administrator to create a new user for the system by assigning a
username and password. The administrator is also tasked to specify the fields an employee can access in
the system.

Steps for Access

 From the administrator tools click the “Admin” then the User Account Register.
 To add a new user, click the “New User” button.
An “Add User Account” will pop up on the screen.

 Select/ type in the details of the employee you wish to register, and click save.

Note: By ticking the Approver check box, an electronic signature is needed to be provided.
 Select the level of access/ the forms he/she can access by clicking the User Access icon under
the Action tools.

An “Access Settings” pop up box for the Administrator will appear, where the user’s privileges can
be set. This enables the forms that the user can access.
 Click done when finished.

 To edit, click the edit icon in line with record you wish to modify.
 To delete, click the delete icon in line with the record you wish to delete.

Note: The user must first be registered into the system before the administrator can create an account
for him/her.
Company Information Register

Registry > Administrative > Company Information Register

The Company Information menu allows the administrator to input the details of the company into the
system such as the company name, company logo, address, contact number, email address, website,
and TIN number.

Steps for Access

 From the administrator tools click the “Admin” then the Company Info Register.
 To add a new user, click the “Add New” button.
  To edit, click the edit icon in line with record you wish to modify.

 To delete a record, click the delete icon in line with the record you wish to delete.

Finance
A menu under the administrator tools section where the admin can set the names of the accounts that
the company has identified and made available for recording transactions. Also in this menu, the user
can add Transaction codes, monthly recurring bills, the banks where the company has transaction to,
the fixed assets under the company, as well as setting the period lock and carrying over the year-end
balance for the next year.

Chart of Accounts
Registry > Finance > Chart of Accounts

The Chart of Accounts shows the identified accounts in the books of the company. The administrator
can add additional accounts according to its needs or edit the existing ones. The records are searchable
by Account code or Name.

Steps for Access

 From the administrator tools click the “Finance” then the Chart of Accounts.
 To add a new matrix/ financial statement (FS) group, click the “Add COA Matrix” button.
An “Add COA Matrix” box will pop up on the screen.

 Type in the information needed, and click save.

 To add a new account within the specific group, click on the desired financial statement and a
“Balance Sheet” pop-up box will appear on the right side of the screen. Click on the “Add New
Account” button.
An “Add New Account” box will pop up on the screen. Type in the necessary information needed to
create the account, then click save.

 To edit, click the note icon in line with record you wish to modify.
 To delete, click the delete icon in line with the record you wish to delete.
Transaction Code

Registry > Finance > Transaction Code

In this page, the administrator saves all related business transactions of the company with its
corresponding accounting entries.

Steps for Access

 From the administrator tools click the “Finance” then the Transaction Code.
 To add a new account, click the “Add New” button.
An “Add New Transaction Code” box will pop up on the screen.

 Type in the transaction code information required. Then, click save to add the new transaction
code.
  To add specific transaction details, select the transaction code desired (e.g. DepMV in the figure
below) and a pop-up box will appear on the right side of the screen. Click the “Transaction Code
Details” button.

Another pop-up box will appear on the screen where the administrator can input the transaction code
details, such as the Account Code, Normal Balance (debit or credit), and display order into the system.
Once finished, click save.
  To edit, click the edit icon in line with record you wish to modify.
 To delete, click the delete icon in line with the record you wish to delete.

Period Lock/ Unlock

Registry > Finance > Period Lock/ Unlock

The Period Lock page is used to manage and view the monthly/yearly financial records. Only the
administrator of the system can unlock records to prevent window dressing. This page shows the Record
ID, year, month, its status, and the date and time of its closing.
Steps for Access

 From the administrator tools click the “Finance” then the Period Lock/Unlock.
 The administrator must choose the year desired to be shown on the “Select Year” drop-down
list box. Then, click display.

A pop-up box displaying the report will appear on the right side of the screen.
  Select the action button to choose either to lock or to unlock the month/period.

Note: The administrator and the assigned personnel should be the only ones who can access this page.

Year End Balance Carry Over

Registry > Finance > Year End Balance Carry Over

This page determines the date range of the current year balances that will be carried over as the
company’s initial balance for the next year.
Steps for Access

 From the administrator tools click the “Finance” then the Year End Balance Carry Over.
 Select the start date and end date of the year

 Then, select the first day of the upcoming year as the start date of your beginning balances, and
click the "Carry Over" button.
 Click "Yes" to confirm or "No" to cancel.
 Note: *these

Bank Register
Registry > Finance > Bank Register

In this page, the list of the banks, including their respective information, that the company transacts
with are shown.

Note: *Banks

Steps for Access

  From the administrator tools click the “Finance” then the Bank Register.
 To add a new bank, click the “New Bank” button.

An “Add New Bank” box will pop up on the screen.

 Type in the details of the bank, and click save.

  To edit, click the note icon in line with record you wish to modify.
 To delete, click the delete icon in line with the record you wish to delete.

Fixed Asset Category Register

Registry > Finance > Fixed Asset Category Register

In this page, all the fixed assets (property, plant, equipment, furniture and fixtures, etc.) of the company
are listed and are categorized.

Steps for Access

 From the administrator tools click the “Finance” then the Fixed Asset Category Register.
 To add a new bank, click the “New FA Category” button.
A “New Fixed Asset Category” box will pop up on the screen.

 Type in the details of the fixed asset, and click save.

 To edit, click the note icon in line with record you wish to modify.
  To delete, click the delete icon in line with the record you wish to delete.

Procurement
The procurement menu is where the admin registers all the suppliers/ vendors, materials and supplies
they purchase from the suppliers/ vendors, and at the same time, the couriers.

Vendor Register
Registry > Procurement > Vendor Register

The Vendor Register page shows all the information pertaining to every supplier of the company,
including the company’s water supplier, internet service provider, etc.

Steps for Access

 From the administrator tools click the “Procurement” then the Vendor Register.
 To add a new vendor, click the “New Vendor” button.
A “New Vendor” pop up box will appear on the screen.

 Type in the vendor details such as its name, TIN and other important information, and click save.

 To edit, click the note icon in line with record you wish to modify.
 To delete a record, click the delete icon in line with the record you wish to delete.
Item Register
Registry > Procurement > Item Register

The Item Register page allows the administrator to add new items (e.g. products to be sold) to the
system.

Steps for access

 From the administrator tools click the “Procurement” then the Item Register.

There are three buttons on the upper-right corner which will enable the administrator to input the
various units of measurement, the different categories for the items, and the items, themselves, into the
system.
  To add a unit of measure, click the “Add UOM” button. A pop-up box will appear and proceed to
clicking the “New UOM” button to type in the new unit of measurement.

An “Add New Unit” box will appear on the screen.

  Type in the new unit of measurement, and click save.
 To add a category, click the “Add Category” button. A pop up box will appear and proceed to
clicking the “New Item Group.”

A pop-up box will appear on the screen.

 Type in the new item group and remarks, then click save.
 To add a new item, click the “New Item” button. A pop up box will appear.

 Select the category wherein the item belongs in, type in the item’s description, add an item
image, and select the default supplier. Then, click save.
Note: Items can have multiple units. To input the various units of measurement for one item, select the
item desired and a pop-up box will appear on the right side of the page. Click the “Add Item UOM”
button to choose the units of measurement for the specific item. The choices for the UOM will only
include those already registered in the system, which can be done by clicking the “Add UOM” button as
instructed above.

 To edit an item, click the note icon in line with record you wish to modify.
 To delete an item, click the delete icon in line with the record you wish to delete.

Note: All items must be properly registered, so later when procuring, the user could request the said
items.

Supply Category Register

Registry > Procurement > Supply Category Register

This page shows the project and office supplies that the company consumes. In this page, the
administrator can add, edit, and delete any supply listed.
Steps for access

 From the administrator tools click the “Procurement” then the Supply Category Register.
 To add, click the “Add New Category” button.

A pop-up box will appear. Type in the supply information, then click save.
  To edit, click the note icon in line with record you wish to modify.
 To delete a record, click the delete icon in line with the record you wish to delete.

Commercial
This menu deals with the registration of the patient’s information, as well as the agencies involved with
the company. The Commercial menu is also where the setting up of the company’s franchise
information and laboratory and price details takes place.

Patient Register
Registry > Commercial > Patient Register

In this page, the admin can register their patient’s information together with setting up their credit limit
and the terms of their credit.
Steps for Access

 From the administrator tools click the “Commercial” then the Patient Register.
 To add, click the “New Patient” button.

An “Add New Patient” pop-up box will appear on the screen.

 Type in the patient information, then click save.
 To register the guarantee letter (GL) information and package details of the patient, click on the
patient’s name. Two pop-up boxes will appear on the right side of the page.

 To add the GL details of the patient, click the “Add GL” button.
An “Add New GL” box will pop up on the screen.

 Type in the necessary information needed, such as the agency, GL Number, Credit Amount, and
GL Date. There is also an option to set the patient’s GL Number to default. Once finished, click
save.
 To add the package details of the patient, click the “Add Package” button.
A “New Package” box will pop up on the screen.

 Type in the patient’s package details, then click save.

 To edit a patient’s information, click the note icon in line with record you wish to modify.
 To delete, click the delete icon in line with the record you wish to delete.
Agency Register
Registry > Commercial > Agency Register

In this page, the admin can register the various agencies that provide financial aid to the company’s
patients.

Steps for Access

 From the administrator tools click the “Commercial” then the Agency Register.
 To add, click the “New Agency” button.
An “Add New Patient” pop-up box will appear on the screen.

 Type in the agency’s information, then click save.

 To edit a patient’s information, click the note icon in line with record you wish to modify.
 To delete, click the delete icon in line with the record you wish to delete.
Franchise Register
Registry > Commercial > Franchise Register

In this page, the admin can register the company’s franchise details.

Steps for Access

 From the administrator tools click the “Commercial” then the Franchise Register.
 To add, click the “New Franchise” button.
An “Add New Franchise” pop-up box will appear on the screen.

 Type in the franchise information, then click save.

 To edit, click the note icon in line with record you wish to modify.
 To delete, click the delete icon in line with the record you wish to delete.
Laboratory & Price Register
Registry > Commercial > Laboratory & Price Register

In this page, the administrator is able to input the laboratory description and pricelist (both standard
and discounted rates) for the center and partner lab into the system.

Steps for Access

 From the administrator tools click the “Commercial” then the Laboratory & Price Register.
 To add, click the “New Laboratory” button.
A “New Laboratory” pop-up box will appear on the screen.

 Type in the laboratory information, then click save.

 To edit, click the note icon in line with record you wish to modify.
 To delete, click the delete icon in line with the record you wish to delete.
Warehouse
This menu deals with the registration of the company’s packages, rooms and machines, warehouses,
and convertible items.

Package Register
Registry > Warehouse > Package Register

In this page, the administrator is allowed to register the information for the sets of packages offered for
the patients.

Steps for access

 From the administrator tools click the “Warehouse” then the Package Register.
 To add, click the “Add New Package” button.
An “Add New Package” pop-up box will appear on the screen.

 Type in the package details, then click save.

 To edit, click the note icon in line with record you wish to modify.
 To delete, click the delete image in line with the record you wish to delete.
Room and Machine Register
Registry > Warehouse > Room and Machine Register

In this page, the administrator will be able to register the rooms owned by the company, as well as the
machines that are set up in every room into the system.

Steps for access

 From the administrator tools click the “Warehouse” then the Room and Machine Register.
 To add, click the “Add New Room” button.
An “Add New Room” pop-up box will appear on the screen.

 Type in the room details, then click save.

 To register a machine from a specific room into the system, click on a registered room (e.g.
Room One on the figure below), and a “List of Machines” pop-up box will appear on the right
side of the screen.
Click on the “Add New Machine” button and a pop-up box will appear on the screen, which will allow
you to register a machine’s number and description. Once finished, click save.

 To edit, click the note icon in line with record you wish to modify.
 To delete, click the delete image in line with the record you wish to delete.
Warehouse Register
Registry > Warehouse > Warehouse Register

In this page shows the list of warehouse(s), including their name and location. The administrator can
add, modify, or delete any warehouse from the list. In addition, the racking register is included in this
page to better trace the item(s) in every warehouse.

Steps for access

 From the administrator tools click the “Warehouse” then the Warehouse Register.
 To add, click the “New Warehouse” button.
A “New Warehouse” box will pop up on the screen.

 Type in the warehouse information, then click save.

 To add to the list of racks in each warehouse, click on the specific warehouse (e.g. Warehouse1
based on the figure below) in which the specific racking is designated in. A pop-up box will
appear on the right side of the screen.
Click on the “New Racking” button and a pop-up box will appear on the screen, which will allow you to
add to the racking list. Once finished, click save.

 To edit, click the note icon in line with record you wish to modify.
 To delete, click the delete icon in line with the record you wish to delete.
Item to Item Conversion Table

Registry > Warehouse > Item to Item Conversion Table

Note: *Convertible

** No Add New button yet