Setting Up and Allocating Client Types

In your clinic, you deal with many different types of clients. Categorizing them based on their type would help you serve them more effectively. For example, if you’re a health provider, you might want to sort your clients into the following client types: ‘Medicare’, ‘Worker’s Insurance’, ‘Private Health Insurance’ and more.

In Power Diary, you can easily do this by creating Client Types.

Doing so will help you bill your clients more accurately, improve the effectiveness of your marketing campaigns and generate reports based on client types.

In this article:

Setting Up Client Types

Here's how you can easily create new client types in Power Diary:

  1. Go to Setup Custom ListsClient Types.
  2. Click on Add New Client Type.
  3. Enter the client type and click Save.

Allocating a Client Type to a Client

The new client types you created will be visible inside a client's profile.

  1. Go to the client's profile and click on Details.
  2. On the Profile Details page, select the Client Type from the dropdown box.
  3. Click on Save Changes.

Checking A Client's Type In Your Power Diary Calendar

The Client Type is visible in the calendar when you hover your mouse over a client's appointment. This way, you can quickly check what type of client you have - and invoice that client based on their type. 

Searching For A Client Based On Their Client Type

When searching for clients, you can filter them based on their client type. This will give you a list of clients who fall under that client type only. 

Here's how you can do that:

  1. Go to People → Clients.
  2. On the Search page, click on Advanced Search.
  3. Click on the dropdown menu under Client Types and select your preferred client type. 

Add other filters if you want and click on Show Filtered List to bring up the list of clients with your preferred client type.

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