Client Data

Client Data

COMPASS opens to Client Data—this screen shows all the contact and summary information you’d want to see at a glance every time you open a ‘patient’s chart’ incuding any follow up notes, action items, audit data, forms on file and a photo.

From Client Data you can navigate to any other part of COMPASS. There are links to the case notes, remedy details, invoices, letters/emails, finances, lists, audits, research screens.

Click on Samuel Hahnemann to view a random, inspirational aphorism at any time!

If the Advanced View is too busy or overwhelming you can switch to a Basic View that just shows the important contact information and tabs to case notes, remedy details and invoices i.e. the most important features for your daily practice.