NextGen - How to flag a client as "Bad Credit Customer" (copied)

NextGen - How to flag a client as "Bad Credit Customer" (copied)

Click on client Edit File


2, Select radio button for  Bad Credit and MODIFY


    • Related Articles

    • NextGen - How to search a pet or a client?

      1) Use the search bar on the top right corner of the page. You can use the patient / Client Id , phone number , address, microchip Id, or the patient/ client name. Search option n VETport is like Google search and will get you to the closest results ...
    • NextGen - How to assign a new client(Owner) to a pet with the exsisting(Owner) client ?

      1) Navigate to the patient's account and look under the widget, "Reports / Logs". Click on the option "Assign Client". > Reports/ logs >> Assign client. 2) Click on Add Client. 3) Search for the client, add the percentage of ownership and click on ...
    • NextGen - What is an unposted credit?

      >> An unposted credit is an amount that the clinic owes to the client and has not been used yet. >> To use an unposted credit click on the accounting and click on accept payment  >> Then select the credit to be used and click on apply now.
    • NextGen - How to add a credit and Debit?

      1) Please go to the client file click on the accounting tab. Click on the relevant option (credit / debit)  2) For Credit: Select the credit type and payment type, add in all the necessary information and click on "Add Credit".  3) For Debit: Add the ...
    • Legacy - If the Client is not in the database - Add Full Client Information

      In case where the client is not in the system you can add the client information Alternate way to Add new client. Click on Registration >> Add Client Adding Client details   Fill general details in Client Form. Red highlighted fields are mandatory ...