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.
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.
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: ...
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).
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.