How to use the Menu
Global search
Overview Global Search is an AI-powered feature located in the application header that allows you to quickly find and access key records across the system from one place. With Global Search, you can: Search across multiple record types in one place ...
Dashboard
Dashboard provides a quick overview of today’s tasks and appointments, allowing users to see upcoming visits and important activities without opening other modules in Manage. Monitor and manage tasks The Tasks section provides a quick overview of ...
Leads
The LEADS page allows you to review and manage all added leads in one place. By utilizing available functionality, you can: Quickly retrieve key lead information to enhance lead tracking and sales strategies. Use search parameters, filters and ...
Patients/Leads
PATIENTS module helps you manage all patient-related information. There are two record types in this module: Patient – full access to all features and workflows. Patient Lead – a preliminary record with limited functionality. Leads can be converted ...
Reports
REPORTS module allows users to track various activities relating to sales, finance, marketing, inventory management, patient flows, and office operations. Different reports provide an overview of a clinic’s sales, conversions, and overall ...
Tasks
The TASKS module serves as the central workspace for viewing and managing tasks across multiple patients and leads. It provides a clear overview of all assigned and unassigned tasks across locations. If you are working with a specific patient or ...
Scheduler
Scheduler allows for fast setup and effective management of client appointments in different locations. Filter appointments Scheduler can display a schedule for location, a specialist as well as a schedule for a Resource such as a sound booth or a ...