Clients
Guides to help you manage your client list, their profiles and tx timeline.
- Elation EHR Insurance Information Sync
- Enter a Treatment Note
- Export a Client List
- Fax Covers
- Fax Multiple Documents at Once
- Faxing Documents from IntakeQ
- File Management
- Find a Client's ID
- Formatting Text in the Secure Client Portal
- How Can Clients Manage Their Appointments?
- How to Add a Header to Your Treatment Notes
- How to Export a Client's Files to PDF
- How to Merge/Unmerge Clients
- How to Send More Than One Questionnaire or Consent Form at Once
- Import Clients
- IntakeQ Client API
- IntakeQ Files API
- IntakeQ Notes API
- Issues Importing Clients: Troubleshooting Guide
- Legal Names on Insurance Documents & ePrescribe