Exporting, importing, filtering, and reporting on ClinicOffice data.
Most grids within ClinicOffice have the feature to allow you to create charts. The chart reflects data currently being displayed on the grid that you are running it from. As an example if you are running a payment list report on payments from last year and run a chart reflecting payment totals by month, each […]
ClinicOffice has a built in filtering function that works on most grids within the program. The benefit of this is that filtering works hand in hand with searching and a filter can be saved for future use unlike the regular search function. You can also filter on multiple fields at once. You can tell if […]
All “database grids” in ClinicOffice are exportable to other formats. This includes Patients, Contacts, Staff, Appointments, Invoices, Payments etc. etc. – as well as all grid-based reports too. To export a grid please follow the steps below. In this example, we will use the patient database but the below steps apply to other grids as […]
There are times when you may wish to update a value on multiple records at once. For example, you may wish to update a handful of patient’s default practitioner or maybe the status of multiple appointments on the same day. Opening up each record can be a nuisance particularly when you have a busy clinic. […]
Yes! ClinicOffice has the ability to do a mail merge with its own internal Word Processor (which may be sufficient for your needs) but you can also do a mail merge using the more advanced features of MS Word if you wish. This article explains how to do a mail merge with MS Word. Microsoft […]
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