How to tag a client to a specific group ?
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 Tag cloud. Enter the Tag and click on save.
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Adding User Groups
Step 1 : Click on the hamburger icon. Step 2 : Click on Clinic & Staff settings Click on Staff Management Then click on User Group Management Step 3 : >> ADD NEW : When you click on Add new, you will be provided with an option to create a new user ...
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: ...
Email Tag Tools (Email Templates)
List of all unique Tool Tags for use in VETport email template: This are all unique tag list which can be used in any email template. $$clinicadd$$ - will be replaced by Clinic Name & Address $$cliniccontactinfo$$ - will be replaced by the Clinic ...
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 enable interest for the specific client ?
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 Additional Details and check the Apply interest box.