Patient Status

A Status can be assigned to each of your Patients, indicating at a glance which ones are you most valuable to your clinic. The status can be assigned and viewed in both the Control Centre and the Practitioner App.

• Unrated Customer The default setting
• Bad Customer For patients you wish to avoid
• Prospect Customer For potential furture patients
• Valued Customer For patients that spend more than average
• Highly Valued Customer For your very best patients

Control Centre

1. From the menu, click the “Patients” option.
2. From the list of patients, locate the patient you wish to rate, and click the edit button for that patient.
3. The Patient’s profile page will appear.
4. Select the Status from the drop down menu at the top right of the profile.
5. Click the ‘Save’ button to update the profile.

Practitioner App

1. From the Home screen, tap the “Patients” option.
2. From the list of patients, locate the patient you wish to rate, and tap the status button to the left of the Patient Mode button.
3. The status list will appear.
4. Select the Status you wish to assign the patient.

Creating bespoke Statues

1. From the menu drawer of the Control Centre click “Settings” followed by ‘Preset Options” – “Patient Statuses”
2. Click the + button to add a new status
3. In the pop up window that appears, add a title and upload an icon
4. Click the ‘Save’ button and the status will be added to the list of available statuses