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 ProfilesA quick way to merge patient profile
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