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Documentation
Introduction
Quick Start Guide
Getting Started
Create a Client
Create a Patient
Create a Patient
Visit & Payment
Email a Receipt
Setup & Customizations
Change Invoice / Receipt Display Settings
Create or Edit Email Templates
Edit Outgoing Email Settings
Clients
Create a Client
View a List of All Clients
View a List of All Clients
with Outstanding Balance
Accept a Payment for
an Outstanding Balance
Accept a Pre-Payment
for a Client
Print / Email a Client Statement
View All Follow-Ups
for a Client
Send an Email
to All / Many Clients
Patients
Create a Patient
View a List of All Patients
View all Patient Visits
of a Patient
View all Follow-Ups
for a Patient
Patient Visits
Create a Patient
Visit & Payment
Create a Patient Visit
of Historical Records
Add / Remove / Edit
Items on a Visit
Bundle Multiple Patient
Visits into a single
Receipt/Invoice for a Client
Print a Referral Report
from a Patient Visit
Email a Referral Report
from a Patient Visit
View a List of All Patients
1
Click the Patients tab
2
Select the All Patients view and click Go!
3
All the Patients in your system will appear
Click on a Patient name to be taken to the Patient detail page.
