Clients often mention that they never received an invoice, and didn’t know about the total amount due to the practitioner. This is normally because they didn’t see or recognise the email that was sent from smeMetrics with their invoice. Over and above, the email notification, we have added the ability for you to send an […]
Customised Communication for Clients :: Practice Management Software Training
It is necessary to split the communication from the smeMetrics software into those for a patient, the contact person for the patient and the personal responsible for the account. This scenario is especially applicable of minors, where the patient is not responsible for the account and in a divorce type scenario. We have also differentiated […]
Syncing Client Data in a Multi-Practice Setup :: Client Management :: Practice Management Software Training :: (1)
Syncing client data in a multi-practice setup is the topic of this practice management software training. A multi-practice is a healthcare practitioner with more than one practitioner and that has the smeMetrics accounts of the various practitioners linked. This is an important function since it does save time in terms of keeping the client data […]
Displaying Client Outstanding Balance :: Practice Management Software Training :: (2)
Displaying client outstanding balance is the topic of this practice management software training. smeMetrics subscribers often ask how they can show a client’s outstanding account balance on an invoice. It is a fairly simple process which involves activating the invoice setting called Enable Total Due For Account. Step 1: Generating a statement to check a […]
Editing a Paid Invoice :: Practice Management Software Training :: (1)
Editing paid invoice is the topic of this practice management software training. When an invoice has been allocated a payment, you cannot change the details of the invoice on smeMetrics. However, there are certain circumstances where you would need to do this. For example, if the ICD10 code was entered incorrect or the medical aid […]
smeMetrics Training (Day 4) :: Creating your first client appointment
To create an appointment for a client, click on the Calendar tab, click on a date on the calendar and a dialog will appear requesting further information. You then enter the first few characters of the patient and it should show the details of all patients matching that search. Enter the remainder of the information […]