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91. Charity Clients

    Created On: 21/05/2025 in Reception Client & Patient Registration
    Summary Charity Clients are associated to payments when using the payment method 'Voucher'. This transfers the requested amount from the client to the charity. Any transactions associated to a charity will display on the Charity Client's account...

92. Search From Reception

    Created On: 21/05/2025 in Reception Client & Patient Search
    Summary There are various available data fields seen on the Reception screen that can be used to locate a client's file. Details Searching for a Client Enter the Reception Screen (' Reception ' button from the main menu). Use any of the a...

93. Advanced Search

    Created On: 21/05/2025 in Reception Client & Patient Search
    Summary The Advanced Search feature is used to find clients and patients by information such as invoice number, dispensed product name and treatment date. Entering the criteria and running the search will load all known clients with matching ...

94. Contacts

    Created On: 21/05/2025 in Comms Contacts
    Summary The Contact screen facilitates the registration of contacts who are not clients (Your RCM , X-ray machine servicing company etc.) Details The Contact screen can be accessed via the Primary Navigation > Comms > Contacts. Re...

95. Summary Bar

    Created On: 21/05/2025 in Reception Client & Patient Search
    Summary The Summary bar is located at the bottom of the screen. This bar provides details of the currently selected client and patient. Using the Summary Bar The Summary bar contains client and patient information for the last select...

96. Summary Side Panel

    Created On: 21/05/2025 in Reception Client & Patient Search
    Summary The Summary Side Panel provides a quick summary of a patient's details, next appointment and reminder details. Once a patient has been selected, this bar can be viewed whilst navigating to other areas of the system. Using the Summary Si...

97. Communication from Reception

    Created On: 21/05/2025 in Reception Communication
    SMS from Reception SMS me ssages can be sent direct to a client if the client has a valid mobile number registered in  the clients details screen . The number must be valid without alphabetical characters or spaces i.e. '07898880000'. This p...

98. Client Record in More Detail

    Created On: 21/05/2025 in Reception Records in More Detail
    Summary The page details the various tabs available to store and view further detail within the client record.  Additional Information Once a client has been registered, the Additional Information tab will allow you to store further details.  ...

99. Patient Record in More Detail

    Created On: 21/05/2025 in Reception Records in More Detail
    Summary This page looks at the patient record in more detail and includes what functions are available to use. Transfer Patient The transfer patient functionality allows you to transfer a patient from one client to another in the event of ...

100. Referrals Functionality

     Created On: 21/05/2025 in Referrals Using Referrals
     Summary Selecting the 'Referral' button from the Treatment History Screen streamlines the user workflow for sending a referral. The step-by-step wizard can be used to attach treatment history and documents, register referral details and send an ema...

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