These features are available only in the Standard and Professional program configurations.
Visualization of information with images gives an amazing result. Any data set immediately becomes more visual. All records are immediately visually divided into ' good ', ' neutral ' and ' bad '. Let's see how it works. To do this, in the module "Patients" highlight the most important people using a set of visual images. The most important customers will be those who "spent money" your medical center has more than others. For this we use the command "Conditional Formatting" .
Please read why you will not be able to read the instructions in parallel and work in the window that appears.
A window for adding special effects table entries will appear. To add a new data formatting condition to it, click the ' New ' button.
To get started, select ' Format all cells based on their values using a set of pictures '. And then at the bottom of the window from the drop-down list, select the set of pictures you like the most.
The first entry is added to the list of formatting conditions. In it, you will need to select the field for which we will apply the special effect. Select the ' Total Spent ' field.
See how the list of patients has changed. Now there is a red circle next to the clients who spent the least amount of money in your medical center. Patients of average importance are marked with an orange circle. And the most solvent and most desirable visitors are marked with a green circle.
After that, your employees will accurately determine which client is more solvent.
And you will also have the opportunity to compare the amount of funds spent with the assigned ' VIP ' status. Are those customers who position themselves as especially important really important to you? And vice versa, you can see among the many ordinary people exactly those who spend huge amounts of money with you.
You can experiment by choosing different sets of pictures. in order to change "conditional formatting" , enter the command of the same name again. Click the ' Change ' button.
Now select another set of pictures. For example, those images that will differ not in color, but in the degree of filling.
Above the drop-down list for selecting pictures, there are also special effect settings that you can try changing.
You get this result.
There is still a possibility assign your picture to a certain value for greater clarity.
Find out how you can highlight important values not with a picture, but with gradient background .
See below for other helpful topics:
Universal Accounting System
2010 - 2024