Enter/Edit New/Old Client and Patient
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 edit or modify client address ?
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 Basic details, now you should be able to edit or modify the address and then click on ...
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 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.
How to choose " How did you hear about us " on client's page ?
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 choose the reason from the drop down next to How did you hear ...
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.
How to enable discount for the 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 discount box and choose a discount you have ...
How to enroll client for Loyalty reward ?
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, then check the Loyalty reward box.
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.
How to add Alternate care giver details for Client / Authorized agent Details?
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 Basic details, then click on add agent next to Autorized agent details.