How to make a phone number as default number on client's profile ?
Step 1 : Click on the Client Name on the Client toolbar.
Step 2 : In the side menu that appears, click on edit details.
Step 3 : Click on the edit option next to Contact Details and choose the default option for the number preferred.
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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 add contact /telephone numbers to client's profile ?
Step 1 : Click on the Client Name on the Control Panel Step 2 : In the side menu that appears, click on edit details. Step 3 : Click on the edit option next to Contact Detail The window will open To edit a phone number
How to change the default encounter/EMR name ?
Open Hamburger Menu. Step 1 : Click on Clinic & Staff settings >> Organisation>> Clinics. Step 2 : Click on the Settings icon as shown below against the clinic you would want to make the changes to. Step 3 : Under EMR/SOAP, Default encounter name - ...
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 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.