Clients
Manage patient profiles, intakes, and progress notes within a client timeline.
- Notes for Appointments with Multiple Clients
- Per-Client Appointment Summary
- Pinned Notes
- Replicating Treatment Notes
- Restoring Deleted Client Forms
- Restoring Deleted Clients
- Restoring Deleted or Edited Form Templates
- Secure Client Portal Features
- Secure Document Sharing
- Secure Signature Requests
- Sharing Credit Cards with Clients
- Sorting Clients by Last Name
- Treatment Note Snippets
- Treatment Notes and Patient Timeline
- Using the Patient Diagnosis Feature