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