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.
Video Transcription Well, now we are going to go to the associated plans section. This feature is used when we want to charge clients a fixed amount per month. We are going to go to configuration, associated plans, to create new plans. Where? We are ...
Video Transcription Now we are going to see the waiting room service, this service works for us if we have a TV that has Android TV or Chromecast to be able to share the waiting room screen and it will be seen this way, here we can enter, for ...
Video Transcription We are going to see client debts in this case there can be two types of debts, for example if we go to a client's file we see that it says debt 200 in this case this debt to edit the amount we will have to go to edit client and do ...
Video Transcription Well now we are going to see how to create a new client, we are going to go to clients, list, search and new, here we are going to put their data such as name and surname, email, if we want them to receive reminders, there is, for ...
Video Transcription When we create a new patient we can link it to the client's app so that they can see the appointment reminders, see the patient's file, request appointments and also see promotions that we load into the system to link them to that ...