You can add the necessary transfer information of the companions who will accompany the patient to the proposals you prepare for your customers.
- Since all the documents you add for your customers will be attached to the patient file, first go to the Offer page from the main menu.
- If you want to add proposal details, click the
editbutton of the offer. - Click the
Offer Detailsbutton. - Add the necessary information in the Companion section.
- You can add multiple companions by clicking the
New Companionbutton in the bottom right. - Click
Saveto complete your operation.