The report defaults to Lapsing Patients which shows any patient that had an appointment that has not returned in the last 16-18 months.
Key Points:
- The other Quick Report option is to see Lapsed Patients, patients who have not had an appointment in the last 18-30 months.
- The last appointment date is listed on the far left, and reminders due (pawprint) are on the far right.
- You are able to click on the Client or Patient name within the report and bring up their profile.
- You also have the Direct Message option to text/email clients directly from the report.
- This also has a display option for the report so that you can get as specific as you would like with the information showing.
- The report can be downloaded as a CSV and printed.