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Clients

Guides to help you manage your client list, their profiles and tx timeline.

  • Displaying Current Diagnosis Codes within Treatment Notes
  • Editing a Submitted Intake Form
  • Elation EHR Insurance Information Sync
  • Export a List of Your Clients
  • Fax Covers
  • Faxing Documents from IntakeQ
  • Faxing Multiple Documents at Once
  • File Management
  • Formatting Text in the Secure Client Portal
  • Fullscript Integration
  • How Can Clients Manage Their Appointments?
  • How Do I Delete a Client?
  • How Do I Send a Consent Form to a Client?
  • How to Add a Header to Your Treatment Notes
  • How to Export a Client's Files to PDF
  • How to Find a Client's ID
  • How to Merge/Unmerge Clients
  • How to Refund or Remove Invoice Payments
  • How to Send More Than One Questionnaire or Consent Form at Once
  • Importing Clients
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  • Consent Forms
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  • Appointment Management
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  • Team Managment
  • Secure Client Portal
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  • Clients
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  • Product Inventory
  • Account & Subscriptions
  • API
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