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Merging patients
To merge one patient's profile into another: Navigate to the profile of the patient that is to be merged Click on "merge patient" Select the patient into whose profile the current patient should be merged Select whether to keep the merged patient's ...
Merging inventory items
To merge one inventory item into another: Navigate to the profile of the item that is to be merged Click on "merge item" Select the inventory item into whose profile the current inventory item should be merged Click "merge" Once merged, the merged ...
Finding clients
There are three ways to find a client - by searching, by using the client list, and from reports. To search for a client: Click on "Clients" Enter either the client's first name, last name, email address, phone number, and/or ID in the search box ...
Adding clients
All of your clients are managed under the Clients module. There are several places from which you can add a client, including from the Clients Dashboard, when scheduling an appointment, and when assigning a new owner to a patient. To add a client ...
Referral Sources/ Marketing Campaigns
Tracking where your customers are finding you is an important piece of a business' marketing program. Our software allows you to track who (i.e., client or contact) is referring business to you, as well as the effectiveness of your marketing ...