How to generate a report on Patient Last activity ?

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

Step 2 : Select the first filter as "Patient queries", the second as "Last activity" and click on apply filter. 

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• 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 New Clients, New Patients and Patient Serviced (last 3 years) ?

  Start at the Hamburger Step 1 : Click on Analytics & Reports >> Click on Miscellaneous Reports Step 2 : Click on New Clients, New Patients and Patient Serviced (last 3 years).

• 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.

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  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.

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  Start at the Hamburger Step 1 : Click on Analytics & Reports >> Click on Miscellaneous Reports Step 2 : Click on Deceased Patients Report. Step 3 : Select the dates and click on apply filter. You can also download as CSV.