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How to create a contact list for a specific group

Question asked by harlene on Mar 15, 2017
Latest reply on Mar 15, 2017 by dmccrory

In our office we have a program for patients without dental insurance called Smile Program and I want to be able to create a recall list of those patients with the letter S in the user code for past due as well as future due. That way I can make sure I do not let someone slip through the cracks. These people are not pre-booked, they are my patients available for short notice openings in the month they are due. Is there a way to do this and can I name the List Smile Patients. I have only been a Softdent user for 2 yrs, I was a 30+ year Dentrix user. Any help would be appreciated. 

Harlene

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