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The demographics of a contact are displayed when opening a searched contat. Their features are explained below.
| Demographic Fields: | |
|---|---|
| Full Name: | Stores the prefix, first name, middle name and last name in separate fields. Simply type in the name given to by the customer. Press the “Full Name” button to check on the fields. |
| Company: | Usually only stored for the management of suppliers or house accounts. Also helpful for use with neighbors or a group of customers who use the same account. |
| Address: | Used to keep track of address for deliveries and general demographic information. The field is one blog, however it stores the street address, address line 2, city, zip and state in separate fields. Check on the correct storage of these fields by pressing the “Address” button. |
| Credit Card: | Credit Card information is safely encrypted. |
| Email: | Contacts email. |
| Website: | If the customer has a website this can be helpful. |
| Logon: | |
| Password: | Password for the logon. |
| Account Number: | Account number for the contact, or supplier. |
| Contact Type: | Defines contact type, may be a customer, house account, supplier or other contact type. |
| Status: | This is the overall status of the contact. If used for sales, this may be “Customer”, “Pending”, “Lead”. |
| Loyalty Program: | Lists the current loyalty purchases from loyalty groups in the menu. Loyalty groups are groups of items that when a number of items is purchased a discount is given. |
| Note: | Customer notes field helps keep important notes about a customer. |
| Reset Total: | Total purchase history since last reset of purchases. |
| Total Purchases: | Total purchase history. |
| Default Discount: | Type of discount to apply automatically to purchases. |
| Associates: | Using this option will allow association with other contacts in the system. Use the Contact's list to find associates. |
| Phone numbers: | Phone number are not stored in any format, they can accept any text entry. |
| Discounting Information: | Discounts are held two ways 1. Overall Discount. Discounts each order through the terminal a preset amount. 2. Special Pricing. Uses a selected pricing column from the product pricing table. |
Follow Up
| Contact Dates | |
|---|---|
| Last Contact Date: | Date contact was last communicated with. |
| Followup Date: | Date to follow up with contact. |
| Patient Demographic: | Additional fields are available when the contact type is Patient: |
|---|---|
| Primary Insurance & Number & Initial Date of Insurance | |
| Secondary Insurance & Number | |
| Tertiary Insurance & Number | |
| Residence Name | |
| Residence Type | |
| Date Of Birth- DOB | |
| Primary Doctor | |
| Gender | |
| Height -Weight | |
| Medical Condition | |
| Current Equipment - For DME | |
| ICD9's are located in the “Additional Fields” section. | |
| Patient Actions: | To view the assigned doctor, press the doctor label next to the doctor field To view the assigned residence, press the residence label next to the residence field. |
| Doctor Demographic: | Doctor Client Types have these addtional field Types. |
| License | Medicare License. |
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