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Clients
Guides to help you manage your client list, their profiles and tx timeline.
- Display Current Diagnosis Codes in Treatment Notes
- Edit a Submitted Intake Form
- Elation EHR Insurance Information Sync
- Enter a Treatment Note
- Export a Client List
- Export a Client's Files to PDF
- Export Emails to CSV
- Fax Covers
- Fax Documents from PracticeQ
- Fax Multiple Documents at Once
- File Management
- Find a Client's ID
- Formatting Text in the Secure Client Portal
- How to Add a Header to Your Treatment Notes
- Import Clients
- IntakeQ Client API
- IntakeQ Files API
- IntakeQ Notes API
- Issues Importing Clients: Troubleshooting Guide
- Legal Names on Insurance Documents & ePrescribe