New and updated client view gives you even more possibilities.
In the new updated client overview you get an expanded overview, with more functions to view, filter and export your treatments and patients.
Complete overview
On the client page you can choose what information you want to view in regards to your clients. You can now hide columns that isn't relevant to you and tailor the page for your needs.
When you press on the "edit columns" button, you can freely choose what information you want to see, or not see.
If you find that you have filters you use regularly, you can save them so they are ready to use the next time you need to search through your client base.
Your business starts with your clients. Whether it's customers, patients or procurer of services. All information about your clients you can find and edit under the clients page menu. This includes information about your clients future and previous bookings, medical journals, billing, treatment regiments and much more.
From the client page you can also send e-mails and text messages directly from the system, and read any received messages or replies.
In the following section you will find a brief overview over the different aspects of the client page menu.
Client Profile
In the client profile you can find a more detailed breakdown of your client, including:
Journals. Create journals and keep an overview of your clients health.
Messages. On the 'Secure Messages' tab you can send and receive secure and encrypted messages. All client specific secure messages can be located here.
Notifications. An overview of all client specific activities. Every event in the system is recorded in the client's personal logbook.
Appointments. View all previous and future booking. From here you can also create new appointments.
Invoices. Find all invoices related to the client, or create a new invoice.
Other applications. Depending on what applications you have activated on your system, you can find application specific information on this menu tab. This can relate to diagnosis details, contacts and payments, or treatment regiments your patient have been participating in.