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

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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 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.

• 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.

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  Start at the Hamburger Step 1 : Click on Order & Receive Stock >> Then click on Stock Reports Step 2 : Click on VENDOR ITEM TRANSACTION.

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  Start at the Hamburger Step 1 : Click on Order & Receive Stock >> Then click on Stock Reports Step 2 : Click on VENDORITEMS EXPIRY DATE REPORT Select the dates and click on apply filter.