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Clients

Manage patient profiles, intakes, and progress notes within a client timeline.

  • Linking Treatment Notes with Appointments
  • Managing a Client's Credit Cards
  • Managing Access to a Client
  • Mapping Form Fields to the Client Profile
  • Notes for Appointments with Multiple Clients
  • Per-Client Appointment Summary
  • Pinned Notes
  • Replicating Treatment Notes
  • Restoring Deleted Client Forms/Notes
  • Restoring Deleted Clients
  • Restoring Deleted or Edited Form Templates
  • Secure Client Portal Features
  • Secure Document Sharing
  • Secure Signature Requests
  • Session Tracker
  • Sharing Credit Cards with Clients
  • Sorting Clients by Last Name
  • Staff Comments
  • Treatment Note Snippets
  • Treatment Notes and Patient Timeline
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Categories

  • Getting Started
  • ePrescribing
  • Integrations
  • Intake Forms
  • Clients
  • Appointment Management
  • Invoicing & Billing
  • Secure Client Portal
  • Telehealth
  • Account & Subscriptions
  • Frequently Asked Questions
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