All the information you need at your fingertips. Easy to search by name,
phone, account number and more! For each client you can recall their
inventory and drug tracking, service history, referrals and client
correspondence. You can even have various phone options and locations to
make client contact fast, easy and customized.
No Tax” Selection in Preferred Billing for Clients : Specify clients
that will not be charged tax.
Owner’s info (SSN, State DL, Occupation, etc.)
Spouse’s info (SSN, State DL, Occupation, etc.)
Contact info (address, phone, email, etc.) Includes several phone
options for locating an owner
Add unlimited phone numbers to maintain contact
Email Address - for sending reminders and letters
Flags ( e.g. financial risk, excellent client, etc.) can also flag
to all staff prior or after arrival
Discounts ( e.g. senior citizen, preferred client) - coupons,
referral rewards, with user-defined discounts
Ancillary info (hobbies, children, etc.
DETAILS - unlimited comments can be attached
REFERRALS - Requires the user to enter referral information,
including up to 2 clients, and a field to enter other source. Use to
send pet information or a referral vet or send a Thank you to the
Searchable by owner/spouse/phone number/etc. and can search by any
Required fields (e.g. name, phone number, SSN, etc.) can set to
require filled fields or allow fill as needed
Contact Manager - to log and track client interaction such as phone
calls, estimates, legal issues and documents
Functions that Help Your Practice Succeed
Active, CareCredit & Inactive Clients-You can easily identify active, inactive
and CareCredit Clients in the AHMS.
The inactive clients are greyed out, allowing only Payments on
Account. Active Clients are
clearly marked in Yellow, and CareCredit Clients are presented in Green,
with additional colors available.