How to assign a pet to patient tag ?

Step 1 :  Click on the Pet's name on the Patient Tool bar. 

Step 2 :  In the side menu that appears, click on Edit details. 

Step 3 : Click on the edit next to tag cloud and save after entering the tag. 

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  Next Gen - Clients & Patient Search How to Search Client's & Patient's on Next Gen ? Please find the types of client's & patient's search: 1: Client ID 2: Client First & Last name 3: Client registered E-mail ID 4: Client Register Phone Number 5: ...

• How to add a Rabies tag ID on pet's record ?

  Step 1 :  Click on the Pet's name on the Patient Tool bar.  Step 2 :  In the side menu that appears, click on Edit details.  Step 3 : Click on the edit option next to Other Information, enter the tag and click on save

• How to assign a prefered provider for a pet?

  Step 1 :  Click on the Pet's name on the Patient Tool bar.  Step 2 :  In the side menu that appears, click on Edit details.  Step 3 : Click on the edit option next to Other Information, choose the provider from the drop down and click on save. 

• How to generate report on Client With No Patient ?

  Start at the Hamburger Step 1 : Click on Analytics & Reports >> Click on Miscellaneous Reports Step 2 : Click on Client With no Patient > select the clinic and click on apply filter. You can also download as CSV.

• How to Generate a report on Patient location wise ?

  Start at the Hamburger Step 1 : Click on Remind Compliance & Marketing >> Marketing Dashboard. Step 2 : Select the first filter as "Patient queries", the second as "Location wise" then select the location and click on apply filter.