Follow the services sold

Services sold, such as a bath or an exam, wait in a list until someone performs them.

Steps

1. In the left menu, click Sales, then Pending services.
2. Use the filters to find what is yours: Unassigned, Scheduled today, Overdue or Assigned to me.
3. Click Take it to take the service, or Assign to... to pass it to a colleague.
4. To book a time, click Open on the schedule.
5. When you start and finish the service, mark it as Start and Complete. You can do this in the Execution section of the sale, or in the patient record under Actions → Patient services.

Done

The service leaves the pending list, and the Execution card of the sale shows it as completed.