Client & Patient Search

Summary There are various available data fields seen on the Reception screen that can be used to locate a client's file. Details Searching for a Client Enter the Reception Screen (' Reception ' button from the main menu). Use any of the a...

Summary The Advanced Search feature is used to find clients and patients by information such as invoice number, dispensed product name and treatment date. Entering the criteria and running the search will load all known clients with matching cr...

Summary The Contact screen facilitates the registration of contacts who are not clients (Your RCM , X-ray machine servicing company etc.) Details The Contact screen can be accessed via Utilities > Contact. Registering a Contact The...

Summary The Summary bar is located at the bottom of the screen. This bar provides details of the currently selected client and patient. Using the Summary Bar The Summary bar contains client and patient information for the last selected ...

Summary The Summary Side Panel provides a quick summary of a patient's details, next appointment and reminder details. Once a patient has been selected, this bar can be viewed whilst navigating to other areas of the system. Using the Summary Side...