How to generate a list of customers with/without signed Consent Forms?

In Client EXPLORE locate the section Client Consent. It is possible to specify either clients with or without their consent on a specific question. It is mostly used in clinics to find out what customers can be contacted for marketing reasons.

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• How to work with Consent forms digitally in Strato?

  Please follow these steps to create Consent Forms: Go to Tools -> Configuration -> Consent Question. Create Consent Question. Go to the next tab to create Consent Form and add the needed Consent Questions. On Client Info page the newly created form ...

• How to export patients’ data from Strato?

  The easiest way to export customers’ data from Strato is via the Explorer functionality. For example, it is possible to search for clients in Client EXPLORE using specific criteria. Then select the needed ones and click the Export button. Available ...

• How to limit explore results in Strato?

  This feature has been developed for security reasons. So, the Strato users cannot see a big list of patients or screen it in any possible way. To enable search limit, please go to Tools - Configuration - Roles and create a new user role or edit the ...

• What is the difference between Templates and Document Types in Strato?

  There are 2 types of templates in Strato: Document Types and Templates under Client section.  They use different data placeholders. On the tab Client Documents, a new document can be added with a specific Document Type. The data in the specified ...

• How to import Articles to Strato?

  To import Articles to Strato, please do the following Steps: 1.       Please contact Auditdata support team to get the example of Excel file for importing Articles.       2.      Fill in the required data according to your Strato setup. You can use ...