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new clients
Posted: 15 Nov 2007 07:48 AM |
| We had about 29 clients last months that were entered as return on the case visit form and they should have been entered as new, because it was a new possible pregnancy. What is the easiest way to correct this? |
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Re: new clients
Posted: 15 Nov 2007 08:44 AM |
Good morning Sandidavis,
The easiest way to correct this would be to run the statistic that is in question, and then drill-down on the number that you feel needs to be corrected (to "drill-down" simply click on the number). This will give you a list of every client counted in this specific stat, and also a direct link into each one of their files. Using these shortcut links, and also your browser's "back" button, you should be able to correct these fairly quickly.
Regarding when to mark new vs. return visits....here is a link to a previous discussion that I thought might be helpful to you, that addresses this topic:
http://www.ekyros.com/Pub/Forums/ShowPost.aspx?tabid=14&PostID=2257
Hope this helps! :)
Sarah |
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