Clients
Guides to help you manage your client list, their profiles and tx timeline.
- Client Profile Images
- Staff Comments
- Replicating Treatment Notes
- Fax Covers
- Legal Names on Insurance Documents & ePrescribe
- Restoring Deleted or Edited Form Templates
- Restoring Deleted Client Forms/Notes
- Custom Genders
- Bulk Delete or Archive Clients
- Session Tracker
- Displaying Appointment Details within Treatment Notes
- How Do I Delete a Client?
- Faxing Multiple Documents at Once
- Treatment Notes for Appointments with Multiple Clients
- How to Add a Header to Your Treatment Notes
- Restoring Deleted Clients
- Sharing Credit Cards with Clients
- Per-Client Appointment Summary
- Formatting Text in the Secure Client Portal
- Sorting Clients by Last Name