How to Generate a report on Active clients in a clinic ?

Start at the Hamburger

Step 1 : Click on Remind Compliance & Marketing >> Marketing Dashboard. 

Step 2 :   Select the client status as active and click on show all. 

• Related Articles

• How to Generate a report on Clients state wise ?

  Start at the Hamburger Step 1 : Click on Remind Compliance & Marketing >> Marketing Dashboard. Step 2 : Select the filter as State wise then select the state and click on show all.

• How to generate a report on Client's Last activity ?

  Start at the Hamburger Step 1 : Click on Remind Compliance & Marketing >> Marketing Dashboard. Step 2 : Select the filter as Last Activity and click on show all.

• 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 - Search for a client / patient

  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 generate a report on Clients declined to give email address ?

  Start at the Hamburger Step 1 : Click on Analytics & Reports >> Click on Miscellaneous Reports Step 2 : Click on Client Declined to give email address >> Select the dates and apply filter.