NextGen - How to enroll client for Loyalty reward ?

>> While registering or editing a client's profile please click on the checkbox of "Enroll Loyalty Reward " save it.

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• NextGen - How to get Report on Loyalty Reward Points ?

  1) Click on the statistics and reports icon as shown below and click on financial. > Click on Statistics and reports. > Click on Financial. 2) Click on Loyalty Reward Points. 3) Select the clinic >> Search for the client and click on Submit.

• NextGen - How to enable Loyalty Reward from clinic settings ?

  1) Click on the setup icon as shown below. Navigate to organisation then click on clinics.  2) Click on the Settings icon as shown below against the clinic you would want to make the changes to.  3) Under loyalty reward - choose as per your ...

• 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 ...

• Next Gen - How to change email address for clients/edit client info

  Navigation :  Access the client's dashboard for whom you would like to update/change the information. Follow the instructions below. 1>  Click on the client's name. 2> Click on Edit. On this page, you will have the option to make changes to all the ...