Automated Recalls
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Recalls overview, understanding manual vs automated (3:17)
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Setting up recalls (6:16)
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Recall communication templates (11:19)
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Recall automation steps (8:55)
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Understanding recall due date (2:23)
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Setting up last exam and last xray statistics (Important) (3:10)
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Configuring automated recalls rules (4:58)
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Manually processing the due list (2:19)
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Viewing recalls in progress (2:52)
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Marking a recall as complete (2:51)
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Recall drop off list (1:22)
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Cancelling a recall (0:57)
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Auto complete online booking recalls (1:07)
Reports
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Reports overview (2:06)
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How to use the reports tools, graphs, exports/print, filters and more (5:11)
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Transaction (End of day) (9:34)
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Customer Collections (Alternative end of day) (3:27)
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Practitioner payments (4:57)
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Aging debt report (2:46)
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Invoice discount (5:03)
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Appointments report, cancellation list and more (2:30)
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Treatment plans report (1:47)
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Rebook Rate (5:06)
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Patient Dropoffs (5:19)
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Saving custom reports (6:16)
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Custom Reports - Date Filtering (2:34)
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First Visit KPI (4:07)
Referrals
Dashboards
Multi Location
