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Recent Articles
How to Transfer Patients From Assigned Staff to Other Staff?
Go to the Service menu and under the PureCRM tab open Transfer Wellness coordinator. First select the pipline from which you want the list of patient. Second select the user who’s patient you want to transfer. On selecting from user you will get a ...How to Delete CRM Notes for a Patient?
Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to manage an opportunity. Double-click on the opportunity card to open the details. Click on the Note tab. To delete the note click on ...How to Add CRM Notes for a Patient?
Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to manage an opportunity. Double-click on the opportunity card to open the details. Click on the Note tab. Type the note in the text ...How to Edit Opportunity Details?
Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to manage an opportunity. Double-click on the opportunity card to open the details. You can add and update details of card status, the ...How to Change Opportunity’s CRM Status?
Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to manage an opportunity. Double-click on the opportunity card to open the details. Click on the status drop-down and select the new ...
Popular Articles
How To Request For Leave.
To make a leave request follow given steps. Go to Settings and under the Practice management menu click on Leave Management. Click on +Request Leave situated at the top right side of the screen. Fill all the required details and click on Save Button. ...Subscription And Contracts
Subscription management is made for a special type of patient program plan which is a treatment for a longer period of time like for example 6 months or 12 months. Our PureEHR has the functionality to manage this type of program. Here is a detailed ...How To Add New Subscription Plan?
First select Subscription Management from Services situated in the top middle part of the screen as shown below. Now click on +Subscription Plan situated at the top left side of the screen above the search box. Now fill out the details for the ...What Is Access Management?
Introduction Access Management allows the user to view roles and permissions for the provider and staff members. The user can set the permission and can also take the permission from the provider and staff members. Providers and Staff members who are ...How To View Permissions For A Provider In PureEHR?
Click on the Settings from the main menu and then go to the Practice Management menu and select the Access Management tab. Go to the Providers tab from the left menu as shown below Click on the View icon under the Actions column. This will allow you ...