Knowledge Base - Clinic Essentials

Knowledge Base

Mass Marketing Email

November 12, 2014

Mass Marketing Email allows you to email multiple patients at once. READ MORE »

Setup Utilities Email Reports

Exporting a Report

June 4, 2014

Learn how to export a report out of Clinic Essentials to manipulate manually or use to import email addresses into a third party email software. READ MORE »

Appointment Scheduler Email Reports

Year End Procedures

November 26, 2013

There are a few things that you need to do at the end of a calendar year in Clinic Essentials. Given the nature of Accounts Receivable reports and that they cannot be reprinted, you will need to print your Patient, Insurance, and 3rd Party Accounts Receivable reports prior to entering any new billings in 2014. READ MORE »

Setup Reports

Marketing Reports

June 5, 2013

The Marketing Reports screen gives you the ability to create multiple reports in a file format to be able to import into a 3rd party software.¬†Practitioners may want to use these reports for marketing purposes by generating detailed information on their patients. READ MORE »


Emailing in Clinic Essentials

May 9, 2013

Clinic Essentials has the ability to instantly send emails to your patients/clients, and attach documents saved to your computer. READ MORE »

Patient Information Email Reports

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