How to see the information of a client and associated patients?
How to see the information of a client and associated patients?
Video
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 methe data of that clientsuch as email, identification, address here if they have debts, if they have an associatedplanthe date in whichthat client was registered and the last updatehere we will also see,for example, being able to create a new quote,also a newappointment reminderor a cosmetic visit,we can also modify the client's file,then we will see the patientsthat that client has associatedIf Igo to the little arrow here , I will be able to seethe file of each patientthat that client has associated with,then the visitshe made,with which patients he made them,the reminders that he has active,that is,when we create reminders we cancomplete them at the moment theclient and The patientattends the consultation,the reminders that are not completedwill be shown in the client's fileafter sales that we have made to that client,plan installmentsand aesthetic visits.