Tools Section Overview The Tools section provides essential features to streamline your clinic's daily operations and patient communications. This centralized hub gives you access ...
Bulk SMS Feature Guide Overview The Bulk SMS feature allows you to send text messages to multiple patients at once. This tool helps you efficiently communicate with your patients ...
Overview The Exports feature allows you to extract patient and inventory data from your system. You can apply various filters to customize your patient data exports and download s ...
This section allows you to create forms which can be sent to patients to complete online. On first visiting this section, you will be displayed a list of existing forms which can b ...
To view forms that have been sent for existing patients, go to the Communications -> Forms section of their details. On that page you can see a list of the forms that have been ...
Sending a form to a patient to complete is very simple. You can either send it from the diary by left clicking on their appointment, and selecting Send -> Form from the op ...
Overview The Notifications page displays system messages, alerts, and communication statuses related to your patients and practice. This central hub allows you to track and manage ...
Use this section to edit your personal profile. Profile Information Account Details Update your personal contact information: First name: Your given name Last name: Your fa ...
Reports Help Overview The Reports section provides valuable insights into your practice's operations, patient data, financial performance, and communications. These reports help y ...
Overview The Communications Reports section allows you to generate and print various reports related to patient communications, particularly SMS and email activity. These reports ...
Overview The Financial Reports section allows you to generate various financial reports to track your practice's financial activities, patient balances, and payment processing. Th ...
Overview The Miscellaneous Reports section provides access to additional practice management reports that don't fit into other reporting categories. These reports help you track a ...
Overview The Patient Related Reports page allows you to generate various patient-specific reports for practice management and follow-up purposes. You can select date ranges, filte ...
Overview The Practice Statistic Reports section provides detailed analytics about your practice's performance, including services delivered, inventory sold, appointment attendance ...