Custom Search Text for Clients and Plans
Custom Search text functionality in PensionPro
Ever have a client decide to change their company name after you've been working with them for years? You've got "Big Smiles Dentistry" ingrained in your brain, but now, they've changed their name to "Superior Dental Services." It's not easy to snap your fingers and remember that they changed their name. The good thing is that you don't have to.
For both clients and plans you can add search text on the Home\Information screen to help easily locate them when you perform a search. If a client or plan changes names, simply add the old name into the search text field so that it will appear the next time you search. This will save you an email to other staff or a walk around the office asking who remembers the new name of the client or plan.