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Clients
Guides to help you manage your client list, their profiles and tx timeline.
- Legal Names on Insurance Documents & ePrescribe
- Link Clients
- Manage a Client's Credit Cards
- Manage Client Tags
- Managing Access to a Client
- Map a Custom Field to Client Profiles
- Measurement-Based Care: Administer and Collect Measures
- Measurement-Based Care: Enable and Select Measures
- Measurement-Based Care: Graph Measures
- Measurement-Based Care: Review/Edit Scores
- Per Client Appointment Summary
- Refund Invoice Payments
- Replicate a Treatment Note
- Restore Deleted Client Forms/Notes
- Restore Deleted Clients
- Restore Deleted or Edited Form Templates
- Search All Notes and Intakes by Keyword
- Secure Client Portal Features
- Secure Document Sharing
- Secure Signature Requests