Client Detail Checker

The Client Detail Checker improves the accuracy of your data by helping to keep your Client’s details accurate and up to date.

This functionality can be enabled/disabled and can be assigned to specific user roles within the practice. For further information see: User Roles.

The Client Detail Confirmation window will appear when selecting a Client from the Reception screen or from any of the Day lists. If the client’s details require checking, you will receive a pop-up window when selecting the Client.

Client Detail Confirmation Window

This window provides you with 5 options:

Show Current Details = Generates a document with currently registered details.

Update Details = Navigates you to the Client’s record in reception with modify enabled.

Confirm Details are Correct = No changes to Client details are made and the last checked date is updated with today’s date.

Update Data Consent = Navigates you to the Client Data Consent Tab to renew the consent see: Client Data Consent

Ask Later =  Last checked date remains the same, next time the client is selected, window will display again.

View a Client's Last Detail Check date

You can view when a Client’s details were last checked on the Client's Additional Info tab (accesed from the Reception Screen).

Client Detail Checking forms

Forms can be printed from the Waiting list using the ‘Detail Confirm – All’ button. These forms can be printed and handed to clients to comlete when waiting in the reception area.