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For further information please see the Quick Guide or Tutorial.
To access this screen, go to Launch | Client Lookup. Then go to the Attributes tab.
Attributes are used to distinguish clients that have certain features. All Attributes are based on Yes/No answers - the client either has the attribute or does not.
To assign an attribute, view the client details, with Practice Management running. On the Attributes tab, a list of all the attribute categories are shown as folders. Click Expand to reveal all the attributes within the category.
From here select the ones that are appropriate then Save. If there is a Category with single attribute selection, only one attribute from the list will be able to be selected. Clicking Collapse will collapse the folder, hiding the attributes.
The options to the right of the screen allow the information displayed to be amended to show the appropriate selection.
To assign attributes against clients there needs to be at least one created. For details on creating attributes please see the Attributes System Maintenance help page.
