Use the quick action icons to create patients, schedule meetings and appointments, create quick entries, manage tasks, and view SMS messages with a single click.
Quick Add Patient
- The add patient icon allows users to quickly add a prospect/lead into the system from anywhere in the CRM.
- Be sure to confirm the patient doesn't already exist in the system by using the search bar, and select New Patient.
Admission Calendar
- The admissions calendar icon opens the Admissions Calendar, where users can schedule appointments and meetings.
Quick Entry
- The quick entry icon allows users to quickly add prospects/leads, VOB Actions, or Contacts into the system while simultaneously creating a new treatment opportunity on their file for swift processing.
- This feature is often used by business development staff members to input referrals on the fly.
Tasks
- You can access all your tasks by selecting the task icon at the top of the screen.
- You can quickly identify the task assigned to you, set your progress percentage, create a new task, and quickly complete tasks.
SMS Notifications
- The icon provides users with a quick and easy way to see any unread SMS messages that your CRM tenant has received.