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 …

Continue reading

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 …

Continue reading

What is the function of the various permissions in CallBox

Let us review in detail the permissions for the CallBox Module.   1. View Other Call Center Appointments This permission is useful if you have more than one contact center operating to manage all your incoming calls. These calls can be from your existing patients or prospects. With the permission ON, the agent is able …

Continue reading

How to Assign Loyalty Points Manually to a Patient.

A Loyalty Program allows Patients to earn points by spending a certain amount and lets them redeem the points in future purchases. Being able to assign Points manually to a patient gives you greater control over rewarding your patients. This is something that you may use when a Patient leaves a Good Review about the …

Continue reading