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Clients

Manage patient profiles, intakes, and progress notes within a client timeline.

  • Adding Attachments and Signatures to Existing Notes
  • Archiving Clients
  • AthenaHealth Integration
  • Attaching Files to a Client's Timeline
  • Banning Clients
  • Bulk Delete or Archive Clients
  • Claim Defaults for Clients
  • Client Contacts
  • Client Events Log
  • Client Profile
  • Client Profile Images
  • Client Statements
  • Client Tags
  • Copying Questions to a Client Note
  • Creating a Claim (CMS 1500 Form)
  • Custom Genders
  • Customizing the Look of Your Client Portal
  • Displaying Appointment Details within Treatment Notes
  • Displaying Current Diagnosis Codes within Treatment Notes
  • Editing a Submitted Intake Form
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Categories

  • AI
  • Changelog
  • ePrescribing
  • Getting Started
  • Integrations
  • Intake Forms
  • Clients
  • Appointment Management
  • Invoicing & Billing
  • Secure Client Portal
  • Telehealth
  • Account & Subscriptions
  • Frequently Asked Questions
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