All Collections
Patient / Client Management
How add manage and utilise patient data
Finding patients using filtersHow to find missing patient profile
Quick MessageSend a quick message to one of multiple recipients
How to add a Multiple / External Recipient for Patient Communications
Update or remove a ClientManage an existing patient.
Add a New PatientHow to add a new patient to your practice?
Creating a Recall Automation TemplateHow to create an automation template which can be linked to a patient
Update the Last Exam field on a patients recordsHow to update a Last Exam field on a patients records
Business label: clients/patients/customers?Do you call your customers: clients, members or patients?
Assigning a manual recall reminder to a patientHow to assign a manual recall to a patient for granular control
How to Recover Archived Notes
How To Set New Patient's Default Practitioner to Empty
How to Merge Patient ProfilesHow to work around duplicate profiles.
Sending Mass E-mail/SMSSending mass email/SMS for birthdays, promotions and others
Add a new Health Fund OptionsHow to add new options to the health fund dropdown list.
Patient StatisticsBreaking Down Patient Statistics: What It All Means