Your SPC or your social patient center is a medical practice CRM and practice management software. You’ll see here as soon as you log in, you’ll see your incoming opportunities. All of these calls in forms that you see on this page are all being generated from your website, so the calls are coming in […]
How to Create an Email Campaign
How to create an email campaign to do so. First, could you Latina avocation menu. Scroll down to select marketing, then email marketing. Okay. We can choose create on the left hand side where it says create to create an email campaign or we can use the left hand navigation menu and select email builder […]
How to Create a Template
To create an email campaign. You must first build a template or tip and this training video we’re going to go ahead and create one template. To do so, go to your left hand navigation menu, select marketing, then email marketing. From here we can either select the icon on the far right side where […]
Creating a Quote from the Billing Module
Creating a bill from the billing module. Go to your navigation menu. Select Billing, and choose bills under bills. You’ll be able to see all of your bills within this specific date range. To create a new bill, go to the top right hand corner. Under marketing details and select new bill. The building will […]
Creating a Bill from the Billing Module
Creating a bill from the billing module. Go to your Latina navigation menu. Select Billing and choose bills under billing. You’ll be able to see all of your bills within this specific date range. To create a new bill, go to the top right hand corner. Under marketing details and select new bill. The building […]
Create Bill from Patient Contact
Creating a bill from the patient contact type, the patient’s name, and the top header search bar. Select the context name. What’s her contact profile appears. Scroll down just a touch until you see history. Click on the history dropdown and choose purchases. Scroll down one more time and from here we can create […]
Create a Bill from the Calendar
Creating a bill from the calendar. Go to your left hand navigation menu, so like calendar. Then view calendar to create a bill from an appointment. Click on the appointment, click on the top right hand corner, select create bill. You’re building in contact. Name will populate for you. You can add a reference code. […]
Calendar – Staff & Agenda View
Viewing the staff and agenda view in the SPC. Go to your left hand navigation menu, select calendar, then view calendar. In addition to the day, week and month view, we also have a staff and agenda view. Now let’s take a look at our staff view. From this view, I can see my staff […]
Calendar – Creating an Appointment
Creating an appointment within the SPC to do so first, come to your left hand navigation menu, select calendar and choose view calendar. Once you’ve chosen to view your calendar, come to the correct date and time. So for practice today, I’m going to choose today at 5:00 PM all we do is DoubleClick search […]
ADMIN- Add/Delete a Billing Provider
To add a billing provider in your SPC. Scroll down to configuration. Left hand navigation menu. It’s like billing providers, and on this screen you’ll see all of the billing providers names along with their position. Select add provider. To add a new provider, start typing in the contact you’d like to link [inaudible] and […]
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