Category Archive For "Helpdesk"
in FAQs, Financials, Helpdesk, Reporting, Sales
How to use the Analytics Dashboard
Let us see how to use the Analytics Dashboards in Clinicea. 1. Sign-in to your Clinicea account | Click on the Analytics tab. This opens the Analytics page. You have four dashboards to choose from namely Services, Products, Package, and Sales. Click on Launch against the item that you would want to launch the …
in Administration, FAQs, Getting Started, Reporting, Sales, Tools
Getting Started with Analytics
Analytics involves the study of past historical data to research potential trends, to analyze the effects of certain decisions or events, or to evaluate the performance of a given tool or scenario. The goal of analytics is to improve the business by gaining knowledge that can be used to make improvements or changes. No matter …
How to use OTP for Loyalty Points Redemption
Loyalty Points is one of the best ways to retain Patients as they receive points for every purchase that they make at the clinic. It acts as a catalyst for the Patient to spend more than his intended spend against the services, products, and packages made available at the Clinic. But there are times where …
How to view Client History when creating a New Bill
Let us see how we can view a Patient’s Summary directly from the New Bill page in just a click. 1. Under Financials, Go to New Bill | Search or select a Patient. 2. Next Clink on See More on the left beside the Patient Name. This opens the Patient Summary on the right. Patient Summary provides …
in Administration, CallBox, CRM, FAQs, Getting Started, Helpdesk, Patients, Tools
What is the function of the various Permissions in CRM
Let us review in detail the permissions for the CRM Module. 1. Allow changes to Sensitive Lead Data This permission allows you to change critical lead information. If this permission is ON, then you would be able to change the lead’s Active Status or make changes to the source through which the lead knew …