How can I add a microchip plan item?
Step 1 : Click on Plan items and pricing >> Primary Setup >> Plan item Subcategory
Step 2 : Search for the Category and Sub Category and click on edit
Step 3 : Make Sure Micro chip ID option is enabled under trigger actions and then click on save
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Pronghorn - Edit / Add Plan Item
Please follow the below steps in creating a plan Item Step 1: Click on "Inventory & Plan Item" Step 2: Select Plan Item Management Step 3: Select "Plan Items" Step 4: This page you can add & download plan item. This would give you the details of the ...
How to Generate a report on Active plan items in the clinic ?
Start at the Hamburger Step 1 : Click on Remind Compliance & Marketing >> Marketing Dashboard. Step 2 : Select the filter as "Plan Item queries", select the status as "Active" and click on apply filter
How to generate a report on Plan Log Reports ?
Start at the Hamburger Step 1 : Click on Analytics & Reports >> Click on Miscellaneous Reports Step 2 : Click on Plan Log Reports > Select the dates and click on generate report.
How to add a plan item.
Step 1 : Click on Plan items and Pricing >> Plan items Add/edit Step 2 : Click on add new plan item Step 3 : Fill in all the details and click on save. Enter the plan item strategy as per your choice >> Categoru - is the category under which you ...
How to genearte a report on Stock valuation by Plan item ?
Start at the Hamburger Step 1 : Click on Order & Receive Stock >> Then click on Stock Reports Step 2 : Click on STOCK VALUATION BY PLANITEM > Select the clinic and click on apply filter.