How to see the information of a client and associated patients?

How to see the information of a client and associated patients?

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Transcription

We are going to see the client files, in this case I go to the client list, I open the client file and it will show me the data of that client such as email, identification, address here if they have debts, if they have an associated plan the date in which that client was registered and the last update here we will also see, for example, being able to create a new quote, also a new appointment reminder or a cosmetic visit, we can also modify the client's file, then we will see the patients that that client has associated If I go to the little arrow here , I will be able to see the file of each patient that that client has associated with, then the visits he made, with which patients he made them, the reminders that he has active, that is, when we create reminders we can complete them at the moment the client and The patient attends the consultation, the reminders that are not completed will be shown in the client's file after sales that we have made to that client, plan installments and aesthetic visits.