The "How Did You Find Us?" module in the application allows users to record and manage responses that show how clients or patients discovered your services. This data is seamlessly integrated with the Manage Patient module, specifically under the Other Information section, to ensure consistency and enhance patient-related workflows.
Follow these instructions to efficiently manage and utilize this data for your patient management tasks.
Step-by-Step Instructions to Use the "How Did You Find Us?" Module
Step 1: Login to the Application
- Open the application and log in using your credentials to access the dashboard.
Step 2: Navigate to the Module
- Go to Manage Data > Manage How Did You Find Us?
Step 3: Add a New Record
- Click on the Add button to open the Add How Did You Find Us? page.
- Fill in the "How Did You Find Us?" field with the desired entry.
- Click Save to store the new record or Cancel to discard changes.
Step 4: Search for Existing Records
- Click the Search button to view all saved records.
- Use the Search field to type keywords and locate specific data.
Step 5: Edit or Delete Records
- Find the record you want to modify or remove.
- Use the Action column to either:
- Click Edit to update the record details.
- Click Delete to permanently remove the record.
Step 6: Verify Data in the Patient Module
- Go to Manage Patient > Related Tasks > Financial Information.
- Locate the "How Did You Hear About Us?" field in the Other Information section.
- All records added in the "Manage How Did You Find Us?" module will appear here for selection during patient management.
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