User Manual

Guide for Maternal Health Call Center Agents

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Logging In

Access the application through your Google Apps Script URL. No separate login required if permissions are set.

Main Interface

The app has two main tabs: "All Beneficiary Records" and "Call Center Dashboard".

Adding a New Beneficiary
  1. Go to "All Beneficiary Records" tab
  2. Click "Add New Entry"
  3. Fill in the accordion sections: Contact Info, Obstetric History, Medical Info, Follow-up
  4. Save the record
Editing a Beneficiary

Click the edit button (pencil icon) in the Actions column of the records table.

Deleting a Beneficiary

Click the delete button (trash icon) and confirm. This cannot be undone.

Starting a Call Log
  1. Select a beneficiary from the records table
  2. Click "View/Add Calls" (telephone icon)
  3. The call log modal opens with beneficiary details
Recording a Call

Fill in call details: date/time, caller, outcome, discussion notes, and condition-specific questions based on high-risk factors.

Special Call Types
  • Delivery: Record newborn details and delivery information
  • Loss of Pregnancy: Document loss details
  • Initial Data Confirmation: Complete IDC questionnaire
AI Analysis (When Enabled)

Run risk assessment, quality analysis, or call summary for additional insights.

Overview

The dashboard shows real-time statistics, charts, and a filtered table of active cases.

Key Metrics
  • Total active cases
  • Calls due today
  • Overdue calls
Charts
  • Data status distribution (pie chart)
  • Calls by agent (bar chart)
  • Active cases per agent (bar chart)
  • Monthly call distribution (line chart)
Filters

Use filters to narrow down the dashboard data: status, agent, priority, outcome, delivery timing, pregnancy month, due dates.

Actions
  • Click on table rows to view beneficiary details
  • Use pagination and "Show" dropdown for navigation
  • Download data as CSV

General
  • Ctrl + R: Refresh data
  • Ctrl + D: Toggle dark mode
  • Esc: Close modals or hide notifications
  • ?: Show keyboard shortcuts (when modal is open)
Dashboard Navigation
  • ← / →: Previous/Next page
  • Home: First page
  • End: Last page

Common Issues
  • Data not loading: Check internet connection and refresh
  • Save failed: Ensure all required fields are filled
  • Charts not displaying: Try refreshing the dashboard
  • Permission errors: Contact administrator for access
Contact Support

If issues persist, note the error message and contact the system administrator.