The image below shows the Client Dashboard:
When you first enter the 'Contacts' area, you will be shown a list of all clients. The Client Dashboard is made up of 4 different areas, which are situated on the bar above 'Clients'. It will automatically open to the 'Clients' section. This article focuses on the 'Client' section.
Click on the 'Add' button to add a new Client, Business or Contact.
You can export your list of clients by simply clicking on the 'Export' button.
At the top of your screen you will see a 'Search' function. This works like any other search function in e-clinic. You will also notice when you click onto the search bar you have more parameters to filter by.
As I am on the 'Client' screen, it brings up all of the fields I can search a client with. If I was on the 'Business' or 'Contact' screen the parameters would be different.
Once you have entered your search parameters, it should automatically search the system - you can else press enter to start the search and to show results. you can select the x that appears beside the blue parameter box that appears when you enter search information to get rid of it and search by a different parameter if you want:
When you enter the 'Client' section, it will display all clients in your database unless you do a specific search. 15 clients are shown per page and you can navigate between pages by using the arrows at the bottom. You can also change how many clients are shown per page along this line as well
There are 14 columns which are populated with information in our 'Client' list. These are:
Status
Reference
Name
Address
Postcode
Date of Birth
Telephone
Email
Registered
Balance
Location
Business
Practitioner
tags
You can order these columns by clicking on the column name you wish to sort by. An arrow will appear, either pointing up or down, distinguishing whether the order is ascending or descending.
Search Results
The image below shows these columns populated. You can click 'View' to open their patient record. You can find out more about client records by clicking here.
The client data will contain different icons, different colours and other differences explained below.
You can see a patient's name and details in red. This means that the patient has outstanding charges.
An 'Alert' icon (a red triangle with an exclamation mark) can also be present on a client record if an alert is assigned to them. As well as there being the icon, the client's name will also appear in a red box.
If you click on the client's name who has an alert, it will pop up, allowing you to see what the alert states.
'Provisional' clients also appear on the dashboard. If you have any 'provisional' clients you need to review, a number will appear in the provisional clients button beside the Client search bar.
You can choose to click this and it will allow you to see all provisional clients, or click on individual clients highlighted in peach to review their records. To do this, simply click 'Review.'
Once you 'Review' your provisional client, you can then mark it as real or if there is a matching account on the system select the use option within the potential matches option and the the link it to an existing client option.
