How can I download all the plan items for my clinic?
Step 1 : Click on Plan items & Pricing >> Plan items add/edit
Step 2 : Click on Download all plan items
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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
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 enable Automatically Apply Discount Upon Performing Plan Items ?
Open Hamburger Menu. Step 1 : Click on Clinic & Staff settings >> Organisation>> Clinics. Step 2 : Click on the Settings icon as shown below against the clinic you would want to make the changes to. Step 3 : Underdiscount Setup, Automatically Apply ...
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.
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.