Clients and Patients

Merge a Client Account in Petly Plans
Summary Move client, patient and plan information to a new account for a client with an ID change. When A client ID is changed in the Practice Manage...
Thu, Jul 30, 2020 at 2:07 PM
Merge a Patient File in Petly Plans
Summary Move plan information to the new file for a patient with an ID change.  When A patient ID is changed in the Practice Management Software (PiM...
Thu, Jul 30, 2020 at 2:09 PM
Search for a Client or Patient in Petly Plans
Summary Search for a client or patient in Petly Plans. When Anything you would like to find a client or patient. Permissions Administrator Ma...
Thu, Jul 30, 2020 at 1:59 PM