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Clients
Guides to help you manage your client list, their profiles and tx timeline.
- Optional Setting: Automatic Client Sharing via Appointment
- Per Client Appointment Summary
- Refund Invoice Payments
- Replicate a Treatment Note
- Restore Deleted Client Forms/Notes
- Restore Deleted Clients
- Restore Deleted or Edited Form Templates
- Search All Notes and Intakes by Keyword
- Secure Client Portal Features
- Secure Document Sharing
- Secure Signature Requests
- Send a Consent Form
- Send Forms to Contacts for Clients with No Email
- Send More Than One Questionnaire or Consent Form at Once
- Session Tracker
- Share Credit Cards Between Clients
- Share Documents with Client Contacts
- SMS Opt-Out
- Sort Clients by Last Name
- Staff Comments