This tutorial guides you through the steps to quickly locate a dentist's client record in the system.
Learn how to access the Client List, use search fields for specific criteria, and apply filters to streamline your search and find the information you need efficiently.
Step 1: Access the Client List
Start by navigating to the Clients List Page.
To access it, click on the "Clients" tab located in the main navigation menu at the top.
Step 2: Locate the Dentist Client
On the Clients List page, find the Search Field in the upper-left corner.
Enter your search terms here, which can include Dentist Name, Practice Name, Account Code and many other attributes.
List of possible actions on this page
Please note that after you have located the Client, there is a multitude of possible actions that you can complete here:
See all patients associated with this Client
Navigate to all individual practices associated with this client
View and/or amend Financial details- please use the Practice dropdown selector for this