Popular Articles

91. Referrals Functionality

    Last Updated: 15/07/2025 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...

92. Client Record in More Detail

    Last Updated: 01/08/2025 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.  ...

93. Communication from Reception

    Last Updated: 30/07/2025 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...

94. Advanced Search

    Last Updated: 30/07/2025 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 ...

95. Register a Client

    Last Updated: 16/09/2025 in Reception Client & Patient Registration
    Summary Client Registration is carried out on the Reception Screen using the same fields as those used to search for existing clients.  While entering the client details, the system will automatically search for existing clients with the same d...

96. Summary Bar

    Last Updated: 30/07/2025 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...

97. Summary Side Panel

    Last Updated: 30/07/2025 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...

98. Report Libraries

    Last Updated: 29/07/2025 in Libraries Available Libraries
    Summary This page documents how to specify the report templates you want to use for sending statements and invoices within the system. Report Templates can be viewed at the bottom of this page. Details Report Mapping Standard default templates...

99. Charity Clients

    Last Updated: 30/07/2025 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...

100. Create a New User

     Last Updated: 15/07/2025 in Top Tips
     Create a New User To create a new user, navigate to Administration > System > Security. 2. Click 'Add' on the right hand side and you'll be presented with the new user workflow.   User Name  = The name the user will log in as. Pass...

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