Other Customer Functions

There are several other customer related functions that you can find in this section. They're not used as often, but are important to know about.


The documents section allows you to store documents associated with the customer. The types stored here are: Attachments, Forms, and Letters.


Estimations are almost the same as invoices. The only difference is that they allow you to specify a minimum and a maximum for certain charges, mainly those that have a quantity attached.

Notes & Alerts

This is a general function that allows you to store notes and alerts about the customer. Alerts will show up the same way that patient alerts will show up - right in the current customer information area. Depending on your configuration, you may have certain pieces of information that you'd ilke to be sure are seen in reception. This make good alerts.

Syndicate content