PureCRM
How Can The Patient(receiver) Unsubscribe From The Emails of PureEHR?
Patient can also enable DND to stop receiving the email and SMS from PureEHR Here is the guide on how to The patient will receive the email from the PureCRM example shown in the image. As shown in the image unsubscribe emails and SMS from PureEHR can ...
What is The Use of DND in CRM Contact Patients?
DND is a short form for Do Not Disturb, when the DND is on the user can not send email or SMS to the patient DND can be managed by the EHR user from the patient’s contact page. Patients can also enable DND from their received mail Here is the guide ...
How to Assign a Coordinator to The Patient in CRM?
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. Now click on the wellness coordinator drop-down and ...
How to Add a New Patient to The CRM Pipeline From The Patient Chart?
First, open a Patient Chart by either searching for a patient in the Search Box situated at the top right side of the screen or from the Patient List in Patient at the top left side of the screen. Click to select the CRM tab situated on the left side ...
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 ...
How to Remove an Opportunity card(patient) from CRM?
Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to manage the opportunity details. Double-click on the opportunity card to open the details. Click on the delete button placed at 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 ...
How to Active / Inactive CRM Status?
Go to the Service menu and under the PureCRM tab open PureCRM Status & Pipeline First, select the pipeline from the above to see its status. Under the Status, column clicks on the blue button to make the CRM Status inactive. When the button turns ...
How to Edit the Pipeline-Status?
Go to the Service menu and under the PureCRM tab open PureCRM Status & Pipeline First, select the pipeline from the above to see its status. Now as shown in the image click on the Pencil icon placed under the Action column to edit the status. On the ...
How to Active / Inactive the CRM Pipeline?
Go to the Service menu and under the PureCRM tab open PureCRM Status & Pipeline Now Click on the Pipeline tab as shown in the given image. Click on the blue button as shown in the given image for the pipeline to make it inactive. When the button ...
How to Edit CRM Pipeline In PureCRM?
Go to the Service menu and under the PureCRM tab open PureCRM Status & Pipeline Now Click on the Pipeline tab as shown in the given image. To edit the pipeline name click on the Pencil Icon under the action column for the particular pipeline. Now ...
How to Add a New CRM Pipeline in PureCRM?
CRM Pipeline Go to the Service menu and under the PureCRM tab open PureCRM Status & Pipeline Now Click on the Pipeline tab as shown in the given image. To add a new pipeline click on the +Pipline button at the right-hand side of the screen. On click ...