Clients
Manage patient profiles, intakes, and progress notes within a client timeline.
- How Can Clients Manage Their Appointments?
- How to Add a Header to your Notes
- How to Export a Client's Files to PDF
- How to Manage Client Tags
- How to Merge/Unmerge Clients
- How to Refund or Remove Invoice Payments
- Importing Clients
- IntakeQ Client API
- IntakeQ Notes API
- Linking Treatment Notes with Appointments
- Managing a Client's Credit Cards
- Managing Access to a Client
- Mapping Intake Form Fields to the Client Profile
- Notes for Appointments with Multiple Clients
- Pinned Notes
- Replicating Treatment Notes
- Restoring Deleted Client Forms
- Restoring Deleted or Edited Form Templates
- Secure Client Portal Features
- Secure Document Sharing