First things first, let’s make sure you understand what SUMO is capable of and what makes up SUMO.
SUMO includes 3 solutions in one:
- SUMO Desktop (backend)
- SUMO Online Scheduling Site (frontend)
- SUMO Mobile (mobile)
SUMO includes the following modules, each of which include a collection of features:
|Calendar||The Calendar is used by to:
|Reminder Engine||The Reminder Engine is used by schedulers to remind customers of appointments, and includes the following functionality:
|Accounts||Accounts is used to track account information for:
|Contacts||Contacts is used to track contact information for:
The contacts solution also includes Mass Email functionality, where the SUMO Administrator may create HTML or Text email templates and send mass emails to groups of contacts.
|Households||Households is used to track households where customers (patients) live.|
|Locations||Locations is used to track locations where appointments take place.|
|Rooms||Rooms are used to track rooms where appointments may take place (optional).|
|Work Shifts||Work Shifts are used to define when and where a Provider works. Once defined, the Scheduler will be able to see these shifts on the calendar.|
SUMO also includes the following general functionality for Schedulers, Providers, Partners, and more:
|Social Features||SUMO includes a layer of social collaboration functionality (Chatter) that is woven through-out SUMO, enabling all users to post comments, images, videos, links, take polls, and more.|
|Content Library||The content library is a secure document repository where you can store documents of all types. These documents may be private or publically accessible to all users.|
|Reports & Dashboards||SUMO includes a powerful reporting engine where you may create your own custom reports to report on any data inside of SUMO. You may also create custom dashboards, which are essentially a collection of reports. Finally, you may schedule these reports or dashboards to be emailed to you periodically.|
SUMO Online Scheduling Site
|Your Personal Scheduling Link||Put your own “Schedule Now” hyperlink or button in your email signature or email templates.
|Setup Team Scheduling Link||Create a “Schedule Now” hyperlink or button on your web site or in an email template.
|iPhone, Android, Tablets||Access to all records on SUMO Mobile: