VETport MAX | Plan Items | Knowledge Base

Plan Items
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.
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

Plan Items