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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
- Add to Existing Notes
- Archive a Client
- AthenaHealth Integration
- Attach Files to a Client's Timeline
- Ban a Client
- Bulk Delete or Archive Clients
- Claim Defaults for Clients
- Client Contacts
- Client Events Log
- Client Profile
- Client Profile Images
- Copy Questions to a Treatment Note
- Custom Genders
- Customize the Look of Your Client Portal
- Delete a Client
- Difference Between Parent Portal and Client Contacts
- Display Current Diagnosis Codes in Treatment Notes
- Edit a Submitted Intake Form