Clients
Manage patient profiles, intakes, and progress notes within a client timeline.
- Treatment Notes and Patient Timeline
- Mapping Intake Form Fields to the Client Profile
- Secure Document Sharing
- Client Profile
- Treatment Note Snippets
- Faxing Documents from IntakeQ
- Editing a Submitted Intake Form
- Pinned Notes
- Managing a Client's Credit Cards
- Secure Client Portal Features
- Importing Clients
- Client Tags
- Linking Treatment Notes with Appointments
- Using the Patient Diagnosis Feature
- Adding Attachments and Signatures to Existing Notes
- Copying Questions to a Client Note
- How to Merge/Unmerge Clients
- How to Export a Client's Files to PDF
- Managing Access to a Client
- Export a List of Your Clients