Managing Client Groups

With Gensolve Practice Manager, you can use the Client Group functionality to manually add clients to a group based on specific information.

When used with the reporting facility, this allows your practice to send out communication (information sheet, emails etc...)  targeted to a specific group of clients.

Follow the process below to learn more about managing and using Client Groups:

1. Create a Client Group
2. Add a Client to a Client Group
3.  Manage Clients in Client Groups
4.  Sending Communication to a Client Group