Patch tests

Overview

This guide explains Patch tests in the Courses, sessions & memberships area of ClinicSoftware. It provides a clear operational explanation of how the capability works, then outlines the practical benefits for saving staff time, converting clients and leads, and protecting clinic revenue.

How it works

From this page, you can manage the patch tests in the system.

Patch tests are assigned to course directories; the system will keep track of what course the client has ordered after the patch test was added from the “PACTH TESTS” page or booked form the Day Book.

To add a patch test, select the “Add Pact Test” button located in the bottom section of the page.

Fill in the patch test name, duration (in minutes), select the courses directory and then select the “Add Patch Test” button.

The “Resource category” drop box is used to specify what resources the patch test will need for the resources system.

To edit a patch test, select the “Edit” button of the patch test from the patch tests list page.

Make the necessary changes and then select the “Save changes” button.

To set the “Treatment Protocol:” and “Product Prescription:” fields of the patch test, select the notes button.

To delete a patch test, from the edit patch test page, select the “Delete Patch Test” button.

Benefits for your clinic

• Save time: Automates course balances, sessions and membership tracking so staff spend less time calculating remaining treatments manually.
• Win clients and leads: Clear course and membership options make packages easier to explain, helping prospects commit with confidence.
• Generate revenue: Packages and memberships encourage advance purchase, improve cash flow and increase the average value of each client relationship.