Clients

Guides to help you manage your client list, their profiles and tx timeline.

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• Sorting Clients by Last Name
• Staff Comments
• Treatment Note Snippets
• Treatment Notes for Appointments with Multiple Clients
• Use Client Tags
• Use Pinned Notes
• Use the Patient Diagnosis Feature
• Video: Export Client Data (2 min)
• Video: Master Email Messaging with PracticeQ (45 min)

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