Clients
Guides to help you manage your client list, their profiles and tx timeline.
- Copying Questions to a Treatment Note
- How to Refund or Remove Invoice Payments
- Managing Access to a Client
- Client Statements
- Displaying Current Diagnosis Codes within Treatment Notes
- How to Merge/Unmerge Clients
- How Do I Send a Consent Form to a Client?
- AthenaHealth Integration
- Archiving Clients
- Fullscript Integration
- Client Contacts
- Linked Clients
- Secure Signature Requests
- How Can Clients Manage Their Appointments?
- Banning Clients
- Claim Defaults for Clients
- Export a List of Your Clients
- Client Events Log
- IntakeQ Notes API
- How to Export a Client's Files to PDF