Choose short videos by workflow. Each uses Keenix product screens with fictional data and step-by-step explanations.
Short feature and solution videos with step-by-step explanations
34 topics
Start with the right patient, then review their history and related transactions in context.
Review appointments, patients, times and practitioners before work begins.
Link course sales, remaining entitlements and treatment history for review.
Check items and totals before taking payment, then review payments and remaining bill balances.
Review bill totals, payments and outstanding balances to reconcile the day against source transactions.
Review balances alongside top-ups, usage and reversals.
Separate unused deposits from redemption history and trace each to its source.
Prepare suitable forms and keep details with the patient’s records.
Set up products and services with names, prices and delivery details the team understands.
Review stock levels, lots and expiry dates to plan usage and replenishment.
Connect purchases, expenses and money paid out to review costs.
Review provider fees, assistant fees and sales credit against the relevant transactions.
Choose a clear reporting scope, then review the transactions behind the figures.
Read payment trends, then examine billed sales by category, keeping the two measures distinct.
Keep each branch’s work in context and check access before teams work together.
Assign access by responsibility and review permissions before delegating work.
Check campaign names, values, dates and quotas before applying a code to a bill.
Check referral codes, credits and reward sources before applying a discount.
Prepare LINE OA connections and message topics for the clinic’s follow-up workflows.
Review the developing approach alongside the tasks the team can use today.
In preparation · Status explanationKeep pets and owners distinct so histories and contact details stay linked to the right records.
Start combining work that teams need to hand off frequently. Then try comparing with the original data piece by piece.
Go from bills, receive payments, and outstanding balances within the same day and branch.
See what remains unpaid and who owes it before opening the bill for follow-up.
Read balance with expiration date. To prepare for use and purchasing with context
Follow the money issued to the list of purchases and expenses. Then use the information for planning.
Starting from the balance of each person. Then scroll back to the service and settings that caused the entry.
View income, payment channels, and sales transactions for the selected period before using BI or further inspection of the detailed report.
Start with the forms you use and keep information in the right records for handovers.
Use Customer Course RFM to review purchase recency, bill frequency and course purchase value, then choose customer groups for review and follow-up.
Separate coupons, referral credits, top-up money, and deposits before using them on sales items.
Prepare records, roles and sale items, then test the workflow before the new branch team starts.
Link sales bills with remaining rights and usage history. Before summarizing information to the team
Keep each pet’s records separate and use owner details for coordination.
No matching topics. Try “patient”, “course” or “finance”.
Prepare example workflows and fictional data. Separate records to migrate from new data, and confirm the package scope with the team before starting.
