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Clients
Guides to help you manage your client list, their profiles and tx timeline.
- Displaying Appointment Details 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
- 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
- IntakeQ Client API