Clients These are the lifeblood of your business. Specifically, there are recall and referral dates schedules, family numbers, memberships and categories. QuickLINKs to the last practitioner, condition, referrer, guarantor and solicitor. TabLINKs to messages, loans, NOK, personal and family histories, all the clinical and medical tables, discharges, consultations, accounts and finances. Clients may be used as guarantors.
Guarantors These people / companies insure that your business gets paid. Specifically, there are billing rates and balances. TabLINKs to clients, consultations and accounts.
Referrers These people bring business to your practice. Specifically, they record a provider number and you may use the Referrals feature with them ( available in the extended version ). TabLINKs to clients, consultations, accounts and referrals.
Solicitors You or your clients might need these guys. TabLINKs to clients, consultations and accounts.
Staff These are the good people keeping your practice running. Specifically, the staff record stores a qualification plus provider number, work cover # and employer. TabLINKs to messages, loans, clients, all the clinical and medical tables, articles, consultations, accounts, expenses and referalls. They have a logon name and also have individual preferences for customizing their systems interface for using the package.
Suppliers These people provide you with your goods items. In some cases your practice may use a supplier to provide a service for you as well, such as when you contract out some of your activities. Specifically, they have a customer number. TabLINKs to goods, accounts and expenses.
Banks These institutions process your finances, and take some via fees. Specifically, there is a bank name and account number. The package assigns a bank number, but you may designate how it appears in the pop-up menus for day-to-day use. The administrator would link each bank to an output layout such as an account or expense, as specified in the administrator preferences and which is shown in context when at a bank record. A link is also determined between a bank and a practitioner, and a bank can be designated as the default entry for goods-only consultations.TabLINKs to expenses, accounts and consultations.
General | People | Clinical | Medical | Services | Finances | Reporting | Support | Other | Examples |