Patient Records

How Do I See how much a Patient has spent?
Patient Spend is turned on by default. It can be configured in Menu - Setup - Patients: please see How Do I Setup Patient Spend? A "Disc" will...
Tue, 18 Jan, 2022 at 10:01 AM
How do I mark a GDPR preference?
To update the GDPR preference of a Patient, navigate to their record and click 'Update'. The window below appears: In the highlighted area, ch...
Tue, 18 Jan, 2022 at 10:17 AM
How Do I Add an Alternate Address?
Click to Update the Patient Record. Under Other Actions, choose 'Add Alternate Address'. This is shown below. Add the address in the whiten...
Tue, 18 Jan, 2022 at 10:18 AM
How Do I Assign a Patient to a Loyalty Plan?
Once you have set up your Loyalty Plans (see How Do I Set Up Loyalty?), patients can be assigned. To do this, click Update on a Patient Record. Click onto...
Tue, 18 Jan, 2022 at 10:45 AM
How Do I Mark a Patient as Private?
Click Update on a Patient Record, then click on Other Actions . At the bottom of the list, 'Mark Patient as Private' is shown.
Tue, 18 Jan, 2022 at 10:48 AM
How do I scan to 'Hosted FLEX'
If you haven't already setup FLEX to receive scans from 'FLEX Scanning' then make sure you follow the steps in How do I setup scanning to 'H...
Wed, 28 Jul, 2021 at 10:20 AM