RxWorks

Adding Client Records

From any Client's Work Area, select the Add button (Ctrl+A) from the Toolbar.

This will bring up the New Client Information box for you to complete.

This box makes it obvious that it is desirable to collect a client’s email addresses as well as their permission to use it.

A Few Details for You

As a bare minimum, client last name and a contact phone number should be added.

Account Type should be left as the default unless otherwise directed.

Entering a New Client's Details

1. Enter the client Last Name, Title, Initials and First Name.
2. Enter Client Company Name (for commercial clients).
3. Unless otherwise directed, leave the Account Type as the default (Normal).
4. Enter the client Home Phone Number if available, otherwise leave blank (you will have the option to add cell / mobile numbers etc. later).
5. If available, enter the client Fax Number.
6. Enter your client's preferred email address.
7. If your client prefers to receive documents and reminders via email, check the box for 'Allow documents and reminders to be sent to this email address.
8. If you client agrees to receive other marketing material from your clinic, check the box for 'Agrees to receive marketing material'.
9. If your client is a referral, check the box for 'Referring Client.'
10. Click OK.

After this box is complete, the program checks for duplicate records. If it finds any, it will list them with addresses, giving you the opportunity to compare, and if necessary, abandon the new entry.

You will then be taken to the main Work Area for that client.

Finishing New Client Details

Once you are in the main Work Area for your new client you can fill in the extra details.

1. Fill out the remaining client details for your new client.
2. Save the client record by selecting SAVE in the Toolbar (Ctrl + S).

The 'City' field is a list. Type a few characters of the city name and you should be on the one you want. In some countries, the State and Zip (or Post Code) is linked to the City and will fill in automatically.

In the UK, you can enter the postcode first and the address will fill in automatically. To use the postcode address finder enter the postcode without any space followed by a comma and the house number or name. For example, NW39LH,47 followed by TAB.

Compulsory Fields When Entering New Clients

In some clinics, there may be compulsory fields for you to enter before saving a new client's details. If these have been left blank before saving the client details, a message will appear prompting you to fill them out.

Compulsory Fields are set up through Task Panel > Tools and Utilities > Miscellaneous.

New Client Options

The New Client Options dialog twill confirm you have created a new client record and offers shortcuts to continue. You would commonly use 'Add New Patient'.

       ADD NEW PATIENT

1. Select 'Add a new patient for this client.'
2. Click OK.
3. Fill out the required details for the patient.
4. Select ADD PATIENT.

       ADD ANOTHER CLIENT

1. Select 'Add another client.'
2. Click OK.
3. Complete the client details as outlined above.
   

       ENTER BALANCE TRANSFER DETAILS

This is used when entering data from a card data system or other software systems that cannot be imported directly into RxWorks.

1. Select ' Enter balance transferred details for this client.'
2. Click OK.
3. In the window that opens, enter the balance details.
4. Select the Account for the transfer.
5. Click OK.
   

 

Client First Name or Initials

You can choose whether to use a client’s first name or initials in searches and documents at ' Task Panel > Options and Setup > Client Options > Formatted Name and Address'.  This option will apply to invoices, account statements, letters and other similar documents.

Multiple Addresses for Clients

RxWorks allows you to store more than one address for your client.

View more information on Multiple Client Addresses.