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
- Treatment Note Snippets
- Client Profile
- Faxing Documents from IntakeQ
- Editing a Submitted Intake Form
- Managing a Client's Credit Cards
- Client Tags
- Pinned Notes
- Adding Attachments and Signatures to Existing Notes
- Copying Questions to a Client Note
- Linking Treatment Notes with Appointments
- Secure Client Portal Features
- How to Merge Clients
- How to Export a Client's Files to PDF
- Importing Clients
- Export a List of Your Clients
- Managing Access to a Client
- Secure Signature Requests