Related Articles
Combining lists
Combine current lists together to create a new list and remove any duplicate patient entries while keeping the individual lists saved as they are as well. Example: List one is patients due for lipid screening, list two is patients due for diabetes ...
Creating new chart notes
Chart notes are the templates used to make notes on encounters between practitioner and patient. There are many different templates available, containing multiple different field types. The below example has text boxes, numerical fields, and check ...
Creating a new list
Open the client list manager window through the report’s menu > statistics > select client list manager. Click ‘create new list’. Enter a name for the list in the title field. Click save. This is the title of the list that has been created, the next ...
Appointment lists
Select ‘Appointments’ to view the schedule, it will default to today’s appointments and your schedule as a practitioner. You can change the practitioners schedule and date as required. Select ‘Week’ or ‘month’ to view a specific week or month of the ...
Managing price lists
The price list is the standard set of items a clinic will charge for, such as forms or products sold within the practice. When creating an invoice, one of these items MUST be selected, so managing this list is important. Click admin from the menu bar ...