The ultimate aim is to have Clients/Patients enter detail into forms that then populate your Administration Software to save you data entry.
The only way this can happen is by giving them access to an 'app' that feeds directly into your database or by having them complete these forms when with you during a consultation.
DC options are:
Appointments
If you have installed the Direct CONTROL Outlook Addin, you can make Client appointments directly in Outlook or in Direct CONTROL Calendar View that automatically synchronises with Outlook. You can then synchronise your Outlook Calendar with your mobile phone.
Android ... How? ... Check the manual that came with your Smart Phone
Bad Debts can be avoided by:
Tasks you should complete at the end of each working day:
Daily Banking
Printout tomorrow's Appointment List
Backup
Celebrate your achievements
Daily Banking
You can generate Bank Deposit Reports from Direct CONTROL to accommodate your banking needs. However, the preferred method is to generate these reports ONLY to check accuracy of data entry and then export your transactions to your Accounting Application and complete the Daily Banking in that Accounting Application.
Ratio
What does it do?
How to calculate
Current
Measures the financial health of your business. A Healthy Business results in 2+
Divide your Total Assets by your Total Liabilities
Quick
Measures your business liquidity. The optimal result is 1+
Direct Control supports BPAY payment processing and generates (CRN) Customer Reference Numbers on your Remittances.
BPAY is an independent billing product which is used to receive payments from clients. BPAY can be set up by your Bank.
Direct CONTROL can facilitate: One BPAY Biller Code for the entire business/practice or alternatively this can be overridden to use a BPAY Biller Code per Entity.
Direct CONTROL can provide invoice layouts which display the BPAY Biller Code and the Direct CONTROL generated Customer Reference Number.
