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Standard Objects

The record types every clinic gets from day one, and how they link to each other.

What you will learn

  • People
    Clients are your patients, and leads are people who have enquired but not yet booked.

  • Care and money
    Services, appointments, forms and invoices all point back to the patient.

  • Linked by default
    Open any record and follow its links to the rest of that patient’s story.