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 list of patient who are currently under the selected “pipeline” and selected “from user”
Now to select a patient click on the check box as shown in the given image.
Select the “to user/staff” to whom you want to transfer the patients.
Click on Transfer button.
The patient has successfuly transfered to the other user/staff.
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 Add a New Opportunity Card in CRM?
Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to add an opportunity card. Click on the Plus “+” icon placed at the right-hand side top of the screen. Add a patient name and select ...