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- Assigning priorities to Clients
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- As you accumulate Client records, you'll see that beyond scheduling future ì
- appointments and splitting out data by categories, you may also want to ì
- assign individual priorities to some or all of the Client records. This ì
- feature gives you the flexibility of assigning a priority code of your ì
- choice, from 1 to 9999, to each Client. The default is '0', and you can ì
- change this value anytime in the Client File just by going back into the ì
- Edit mode.
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- Your assignment is arbitrary and can be all inclusive or mutually ì
- exclusive. That is, different Clients can share one priority code or, if ì
- you wish, each Client can have his or her own code.
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- You assign this code in the lower right corner of each Client record. ì
- Observe this line on the Add or Get screen, Client File:
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- Referred by : Priority, if any:
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- You enter your code, if any, to the right of 'Priority'.
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- This menu will extract out those records to which you have assigned a ì
- priority code.
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- This option gives you the flexibility of selecting those records from the ì
- Client File to which you have assigned a priority code. Also, you can ì
- indicate that date range, if any, for your selection of priorities. This ì
- date range refers to that date when each prioritized Client record was ì
- first ENTERED into the system.
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