To access your calendar reports go to the menu, select reports, and then choose the second option calendar reports. Once selected, you’ll be directed to this page here. You can store your filters first by date range, then by provider calendar, by location, by type of appointment. So for example, here in the SPC play […]
Reports Opportunity Revenue
Your opportunity revenue report to find it. Go to your left hand navigation menu, scroll down to reports and select opportunity revenue. You’ll notice this looks very similar to your pipeline management and the way that it provides your opportunity revenue versus actual revenue. This allows you to view all of the estimated versus actual […]
Reports Opportuninity History
Viewing our opportunity history. To do so, come to your left hand navigation menu, scroll under reports and select opportunity history. Here you’ll be able to find all of your incoming opportunities from that very first form submission or a phone call. The beautiful thing about opportunity history is it’s holding everything from that very, […]
Reports Financial Reports
Financial reports, to find them. Go to your left hand navigation menu, scroll down and select reports and choose financial reports. Once elected, you’ll feel your sales summary report with your overall purchases for products and services, the total bills made for each in your gross sales. They’ll also have the total of all items, […]
Monthly Reports
To find your monthly reports. Go to the marketing details on the top right hand corner of every page of the SPC. Scroll down to find your recent monthly reports and select whichever month you would like to view. Alternatively, go to your left hand navigation menu, select reports, and choose monthly reports. Once you […]
Loyalty Rewards
The SPC now has a built in loyalty rewards program that you can use and customize for your practice so that you can reward your loyal patients and keep them coming back to your practice. In order to configure your loyalty rewards program, your user account will need to have administrator access to get started. […]
Calendar – Moving a Patient through Status’
Moving patients through the appointment statuses in the calendar. Let’s first go to our calendar, no left hand navigation menu and select view calendar. From here we’re going to view our agenda screen. As you can see, Rachel crash shower has an appointment scheduled for October 22nd at 9:00 AM a new patient consultation for […]
Software Orientation Webinar
List Import Training Video
Hi everyone. Thank you for joining me today for our list import training video. The first thing I want to do is make sure that we are formatting our list correctly so that it can go into the SPC successfully. When we are working with a new Excel spreadsheet, the first thing we want […]
How to find and use the new email templates
Finding the new email templates is easy. Login to the SPC. You will be at the opportunity dashboard. In the left hand navigation choose marketing. Then Email Marketing. Under email marketing choose Email Builder. At this screen you are in the first stages of building an email campaign. Name the campaign, this is only for […]