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PRIORITY.DOC
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1991-09-26
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Assigning priorities to Clients
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.
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.
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:
Referred by : Priority, if any:
You enter your code, if any, to the right of 'Priority'.
This menu will extract out those records to which you have assigned a ì
priority code.
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.