i-Clarity webinar - Reports & Marketing



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Description

i-Clarity Webinar – Reports and Marketing

 

Agenda

Reports – Financial/PoS and Security

  • Sales Analysis  - the Gold Standard!
  • Payments Reports – Cash control
  • Bankings Reports – input for accounts
  • Refunds, Write offs and Reversed Payments
  • Cash Drawer Report
  • Payments for Other Branches

 

KPIs

  • Spec/Sunspec Sales Report
  • KPIs Report
  • SMS Summary
  • Clinic Analysis
  • Appointment Attended
  • Recall Response
  • Patient Analysis

 

Stock Reports

  • Slow Moving Stock
  • Stock Sold
  • Stock Valuation
  • Stock Movement
  • Jobs on Order
  • Products Amended

 

SO/DD Reports

  • DDs/SOs Collected
  • Patients on DD/SO
  • DD Items Due/Expired

 

Marketing

  • Creating a marketing email
  • Selecting patients by multiple criteria
  • Checking possible recipients
  • Exporting recipients/sending marketing emails
  • Using other marketing media

 

To join the next webinar simply email robward@business-measurement.co.uk

 

 

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