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Clients
Guides to help you manage your client list, their profiles and tx timeline.
- 'Sex' and 'Gender' Fields
- Add a Client
- 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 Treatment Note
- Custom Genders
- Customizing the Look of Your Client Portal
- Difference Between Parent Portal and Client Contacts
- Displaying Appointment Details within Treatment Notes