You can add these clients into a recall group so you know exactly when to send free batteries:
When you input recall reasons you will want to be consistent with capitalization, so all recalls end up in the same group (for example, "Battery" and "battery" will be added as two separate categories). |
To create a patient group:
Create a journal entry called “Battery Club.”
Then, you can then create a new journal entry by :
Now, you will be able to run a list of patients with free batteries by:
You can also run the Journal Entries Report. |
To add a patient note:
For “Send Batteries” options, you can follow the exact same process in any of the options for “Batteries Expire.” |