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Uncategorized
- Before you start
- Your home page
- Step 1 - Book the appointment
- Step 2 - The patient arrives
- Step 3 - The examination
- Step 4 - Fees and dispensing
- Step 5 - Quote and invoice
- Step 6 - Send the job to the workshop
- Step 7 - Track the job
- Step 8 - Order, receive and bill
- Your till
- Reports and Patients
- If something does not work
Reports and Patients
Reports holds the everyday figures — your takings for the day being the one most people want. These are deliberately the basic reports. Fuller practice reporting stays in the main system, where it belongs with the manager's permissions.
Patients is where patient details live — contact numbers, medical aid, date of birth. Search for the patient, open them, correct what has changed and save. New patients can be created here too.
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1.
Why are only basic reports in the portal?
2.
Where do you correct a patient's medical aid details?