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Clients
Guides to help you manage your client list, their profiles and tx timeline.
- 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
- Per Client Appointment Summary
- Refund Invoice Payments
- Replicate a Treatment Note
- Restoring Deleted Client Forms/Notes
- Restoring Deleted Clients
- Restoring Deleted or Edited Form Templates
- Search All Notes and Intakes by Keyword
- Secure Client Portal Features
- Secure Document Sharing
- Secure Signature Requests
- Send a Consent Form to a Client
- Session Tracker
- Share Credit Cards Between Clients
- SMS Opt-Out