Patient List Tips

The Patient List window is very powerful. Not only can you find a particular person but you can sort by a huge list of fields and and take action.

  • Analysis
  • Marketing
  • Email and SMS
  • Treatment Audits

Click here to see a video showing some of the ways you can sort a List and what you can do with it.


Tagging Patients

Assigning a tag to a patient list

From any list, highlight all, or just those you wish to assign to the Tag. Click once on the Assign Tag button. If listed select the tag you wish to apply to your list and click OK. (Note you can also enter an optional comment to appear alongside the tag on the registration card if you wish). If an appropriate tag does not already exist, click once on the New Tag button, click New and enter the name of your tag, click OK. Close the tag window and click on the multi coloured Lists Button, select general list and your list of patients will appear; now you can repeat the steps above, selecting the New tag you just created.