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71. SMS from Report Wizard

    Created On: 21/05/2025 in Comms SMS Sending SMS Messages
    Summary The Report Wizard screen is used to collate data from the database based on various user-defined criteria. The clients who meet the specified criteria can then be contacted by various channels including SMS. For example, a bespoke...

72. Using the Report Wizard

    Created On: 21/05/2025 in Reporting Report Wizard
    Summary The Report Wizard screen is used to collate data from specified criteria. This data can then be exported or used to communicate with Clients. Details Using the Report Wizard Navigate to Reports from the Primary Navigation on the l...

73. Account Settings

    Created On: 21/05/2025 in Settings Available Settings
    Summary Account Settings can be accessed via: Administration > Settings and selecting the 'Account' category. This page documents each setting. Details Print Receipt After Payment Enabled =  Forces the automatic printing of a receipt ever...

74. Diary Settings

    Created On: 21/05/2025 in Settings Available Settings
    Summary Diary Settings can be accessed via: Administration > Settings and selecting the 'Diary' category. This page documents each setting. Details General: Start Hour The default start time for the availability screen when adding new ava...

75. Daylist Settings

    Created On: 21/05/2025 in Settings Available Settings
    Summary Daylist Settings can be accessed via: Administration > Settings and selecting the 'Daylists' category. This page documents each setting. Details Display Special Surgeons in Surgeon List Enabled = Displays in Surge...

76. Email Settings

    Created On: 21/05/2025 in Settings Available Settings
    Summary Email Settings can be accessed via: Administration > Settings and selecting the 'Email' category. This page documents each setting. Details Server Information Email Address This is the email address that will be displayed...

77. Follow Up Settings

    Created On: 21/05/2025 in Settings Available Settings
    Summary Follow Up Settings can be accessed via: Administration > Settings and selecting the 'Follow Up' category. This page documents each setting. Details Memo Popup when Saving Treatments accessed via Appointment Enabled = Dis...

78. Patient Reminders Manual Run

    Created On: 21/05/2025 in Comms Reminders Patient Reminders
    Summary Email and SMS messages can be sent to clients via the Patient Reminders screen. (Comms > Reminders) Details After running Patient Reminders there are options to either Email or Print the reminders. Viewing All Patients Reminders - From...

79. Patient Reminders Automatic Schedule

    Created On: 21/05/2025 in Comms Reminders Patient Reminders
    Using the Patient Reminder Scheduler for Reminders due For the Patient Reminders to automatically send, you need to setup your schedule and filters. Navigate to the Reminders screen (Comms > Reminders > Patient Reminders tab). Select ' Au...

80. Viewing an Individuals Patient Reminders

    Created On: 21/05/2025 in Comms Reminders Patient Reminders
    Viewing an Individual Patient's Reminders Search for and select a client and patient. Select the ' Patient Details ' button Select the ' Reminders ' tab, which will take you to the patient's Reminders screen Edit a Patient Re...

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