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 Events Log
- Client Profile
- Client Profile Images
- Client Relationships
- 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