Fusion Authorizer Portal

Overview

This module provides external portal access for Authorizers (Occupational Therapists) and Sales Representatives to manage ADP cases, upload documents, complete assessments, and capture digital signatures for ADP application pages.

External Portal for OTs and Sales Representatives

Key Features

• Portal access for Authorizers (Occupational Therapists)
• Digital signature capture for ADP pages 11 & 12
• Assessment forms with client information
• Document upload for ADP applications
• Sales rep case management
• Mobile-friendly interface
• Automatic draft Sale Order creation
• Email notifications for status changes
• Real-time client search
• Document version tracking

Screenshots

Installation

To install this module:

1. Download the module files
2. Copy to your Odoo custom addons directory
3. Update the app list in Odoo (Settings → Apps → Update Apps List)
4. Search for "Fusion Authorizer Portal" and click Install

Support

For support, questions, or custom development requests, please contact us at support@nexasystems.ca