Quisiera saber si su complemento permite generar "fichas" de clientes.
Es decir, quiero integrarlo con un medico, el cliente realiza una reserva medica, posteriormente llega a la cita y en la reserva se genera una ficha donde se agregan comentarios del paciente y archivos de fotografia, como recetas, ultrasonidos, etc.
Not exactly, you can create customers in Amelia and you can leave internal notes about that customer, but if you create custom fields and your customer files out these fields those data wont be saved in their profile it will be saved in the appointment data. So you need to check for those informations in appointment/edit appointment not in customer profile.
Quisiera saber si su complemento permite generar "fichas" de clientes.
Es decir, quiero integrarlo con un medico, el cliente realiza una reserva medica, posteriormente llega a la cita y en la reserva se genera una ficha donde se agregan comentarios del paciente y archivos de fotografia, como recetas, ultrasonidos, etc.
Hello Jonathan,
Thank you for reaching out to us.
Not exactly, you can create customers in Amelia and you can leave internal notes about that customer, but if you create custom fields and your customer files out these fields those data wont be saved in their profile it will be saved in the appointment data. So you need to check for those informations in appointment/edit appointment not in customer profile.
We wish you all the best.
Have a nice day.
Kind Regards,
Marko Davidovic
[email protected]
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