Clients
Manage patient profiles, intakes, and progress notes within a client timeline.
- 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 to Add a Header to your 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
- Importing Clients
- IntakeQ Client API
- IntakeQ Notes API
- Legal Names on Insurance Documents
- Linking Treatment Notes with Appointments
- Managing a Client's Credit Cards
- Managing Access to a Client