Clients
Manage patient profiles, intakes, and progress notes within a client timeline.
- Adding Attachments and Signatures to Existing Notes
- Archiving Clients
- Attaching Files to a Client's Timeline
- Banning Clients
- Claim Defaults for Clients
- Client Events Log
- Client ID
- Client Profile
- Client Tags
- Copying Questions to a Client Note
- Creating a Claim (CMS 1500 Form)
- Customizing the Look of Your Client Portal
- Editing a Submitted Intake Form
- Export a List of Your Clients
- Fax Covers
- Faxing Documents from IntakeQ
- Formatting Text in the Secure Client Portal
- How Can Clients Manage Their Appointments?
- How to Add a Header to your Notes
- How to Export a Client's Files to PDF