This guide is going to show you the three ways of creating a client.
How to quickly create a contact via the Create button
- In the top right corner, click 'Create' and then select 'Contact'.
How to create a contact via the Calendar
- Click 'Calendar' in the top menu.
- In your Calendar, create a new appointment.
- On the left, click on 'Add new client'.
- Here you can add all the relevant data for the patient, also referral information (How heard?), as well as opt-in information about including him/her in email/sms/letter campaign.
- After you're finished, click on 'Create Client' or 'Create & Book' in order to save the data.
How to create a contact via the Contacts Application
- Click 'Contact' in the top menu.
- Click 'Contact Manager' on the left.
- Click on the right on 'New contact'.
Enter the contact information data and click on 'Save'.