Thank you for signing up for an smeMetrics trial account.
In this video we will do a demo of the billing software to give you an idea of how your new smeMetrics account will work.
We will cover the below in this video.
Your Dashboard ::
This is great snap shot of your practice and it shows you the growth of your practice, upcoming appointments, tasks, special dates (ie: clients birthdays) and a pie chart of your invoices for the month.
Audit Trail ::
This tool gives you a completed audit trail on your account so that you can see exactly what has been done as well as which user made changes, loaded an appointment, generated an invoice ect.
We will show you how to add a contact the system, as well as how to edit contact information should a patient change their medical aid ect.
Calendar Settings ::
In this demo we will show you how to add an appointment to the calendar, how to add a group session. load repeat appointments as well as how to block out time in your calendar for non therapy related appointments such as meetings ect.
We will cover how to generate an invoice directly from the calendar appointment, as well as how to generate monthly (consolidated invoices). How to invoice multiple clients at the same time. How to edit an invoice and much more.
Payment Allocations ::
This demo will cover how to allocate payments to invoices as well as how to allocate credits to the account.