View Medical Visits Go to Statistics > Medical Visits. 2. Fill in the required fields marked with an asterisk (*) and, if desired, add additional filters such as Professional, Procedure, or others. 3. Click Search to view the medical visit results. 4. The results will display detailed information such as Appointment Number, Date, Assigned Professional, […]
Search Product Go to the Medical Products > Products section. 2. Inside the section, you will see different columns you can use for your search. 3.Enter data in one or more of the following fields: Type, Product Code, Serial Number, Condition, Detail, Provider Code, Status, Request, or Actions. It is not necessary to fill out […]
Export Product Type to Excel Go to the Medical Products > Product Type section. 2. In the bottom-right corner, click Export to Excel. 3. The file will download automatically to your computer. Search for it in your Downloads folder. Related topics
Create Product Type Go to Medical Products > Product Type. 2. Within the section, click the + Create Product Type button. 3. Complete the fields marked with an asterisk (*) as they are mandatory. 4. Finally, press Save Product Type to complete the creation. 5. At the top right, you will see a notification confirming that your product […]
Search Product Type Go to Medical Products > Product Type. 2. Within the section, you will see various columns to perform your search. 3. Enter the information in the Code, Name, or Description fields to find the specific product. Related topics
Export Supplies to Excel Go to Medical Products > Supplies. 2.In the lower-right corner, click Export to Excel. 3. The file will be automatically downloaded to your computer. Check your Downloads folder Related topics
Create Supplies Go to the Medical Products > Supplies section. 2. Within the section, click the + Create Supply button. 3. Fill in the fields marked with an asterisk (*) as they are mandatory. 4. Finally, click Save Supply to complete the creation process. 5. A notification will appear in the upper-right corner confirming that […]
Search Supplies Go to the Medical Products > Supplies section. 2.Within the section, you’ll find several columns to help refine your search. 3.Enter information in the Code, Name, or Detail fields to locate the specific product. Related topics
View Management Control Dashboard Go to Dashboard > Management Control. 2. Once inside, you can explore the sections you need, such as General Statistics, Professionals, Supplies, and others. 3. In each section, use the available filters to make your search more specific — for example, Date Range, Professional, or other options depending on the section […]
View Operative Dashboard Go to Dashboard > Operative. 2. Once inside, you can explore the sections you need, such as Requests, Professional Availability, Audits, and others. 3. In each section, use the available filters to narrow down your search — for example, Date Range, Professional, or other options depending on the section you are viewing. […]
