How do I add a new customer?


Steps:

  1. Click on Sales in the menu
  2. Click the New Customer button
  3. Fill out the required fields
    1. Customer Name
    2. Patient Card #
    3. Patient Card Effective Date (This is typically 2 years before the expiration date)
    4. Patient Card Expiration Date (This is the date the card expires)
  4. Click the Save button

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