Next Gen - View in Cart / Plan
Go to Money Manager >> View in Cart/Plan.
This Page will help you get a list of all the client who have Plan Items in Cart and in the Active Plan page.
Please click on the Drop down to toggle between plan items In Cart/In Plan.
The list will be populated accordingly with the client information and under Action if you click on the Cart Icon/Briefcase Icon, it will directly take you to the client's account for you to make the necessary changes.
Next Gen -Plan Item Triggers
Step 1: Go to "Step up" Step 2: Under plan Items Check for Category Sub Category Step 3: Category: This is divided into 5 parts ( You need to check if the options are selected accordingly) Communication Form Diagnosis Drug Education Form Operative ...
Next Gen - OTC (Over the Counter)
Over View of OTC : OTC : Select Icon to come to OTC page Plan : Help's you create a plan Item Invoice List: Gives you the invoice list Prescription: This gives you the encounter you had performed Certificate: This is helps you get the certificate ...
Next Gen - Reminder
Next Gen- How to set up a Reminder under reminder management? Navigation: Go to : Preferences >> Reminders Once you're on this page, you will have the options listed below. 1>> Search for the Reminder created. 2>> Add reminders (More information ...
Next Gen - At the time of performing the plan, how do we change the price of a plan item?
Navigation: Once you're on the add plan page - , Please search for the plan item and add them to the page. Once you have the plan item added, you will have the options to override the sections "A,B&C" A- The Quantity can be increased or decreased. B- ...
Next Gen - Over view on Statistics & Reports
Statistics and Reports: This option will help get the reports of your clinic. 1: Accounting: Under Accounting you would have different reports starting form "Credits to Sales tax". 2: CEO Dash Board: this option will help you filter the reports ...