Envision Cloud User Guide

Client Formulas

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Client Formulas

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Client Formulas

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This report shows client formulas as entered from the appointment or in the formula list. This report is helpful to be able to view multiple formulas quickly, showing changes over time.

 

Options Include:

 

oAll or Single Client
oAll or Single Employee
oActive, Inactive or All Client Selection

 

This report displays the following information:

 

oFormula Description
oDate
oClient
oService
oNotes

 

Report Example:

 

client_formulas