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Accounting for clients

List of clients

IN "patient list" can be entered from the user menu on the left.

Note that this table can also be opened using the quick launch buttons .

This is one of the main modules. It is this list that opens when registering patients for an appointment .

Over the course of several years of your painstaking work, thousands of accounts will accumulate here. They will look something like this.

Please note that entries may be divided into folders .

The customer base is the greatest value for every organization. Customers are the source of money. If you lose the client base that has been accumulated over the years, it will be a tragedy for any type of business. ' Universal Accounting System ' can help you avoid this tragedy if you order database backup .

Whatever your organization does, most often in software it will interact with a list of customers. Therefore, accounting for customers is a top priority that every company does. Therefore, it is important to ensure maximum speed and maximum convenience in this matter. Our client accounting software will provide you with it! Below you have an excellent opportunity to get acquainted with professional tools for working with a customer database.

Display setting

Each user can customize various options for displaying information.

See how display additional columns or hide unnecessary ones.

Fields can be moved or arranged in several levels.

Learn how to freeze the most important columns.

Or fix the lines of those clients with whom you work most often.

Division into groups

In this list, you will have all counterparties: both customers and suppliers. And also they can still be divided into different groups. Each group has the opportunity assign a visual image so that everything is as clear as possible.

Quick search

To show posts of only a specific group, you can use data filtering .

You can also easily find a specific client by the first letters of the name or the first digits of the phone number.

You can also search by part of the word , which can be anywhere in the patient's last name.

It is possible to search the entire table .

For large institutions, we are ready to offer even face recognition . This is an expensive feature. But it will further increase customer loyalty. Since the receptionist will be able to recognize and greet each regular client by name.

Adding a client

If you searched for the right client by name or phone number and made sure that this one is not already on the list, you can add it.

Patient photo

You can know each of your patients by sight . To do this, just specify a photo. And also this functionality can be used to save the view of the patient before and after a certain treatment.