Clients
Guides to help you manage your client list, their profiles and tx timeline.
- How to Send More Than One Questionnaire or Consent Form at Once
- Treatment Notes and Patient Timeline
- Secure Client Portal Features
- Mapping Form Fields to the Client Profile
- Pinned Notes
- Secure Document Sharing
- Using the Patient Diagnosis Feature
- Treatment Note Snippets
- Client Profile
- IntakeQ Client API
- Client Tags
- Faxing Documents from IntakeQ
- Managing a Client's Credit Cards
- Customizing the Look of Your Client Portal
- Adding Attachments and Signatures to Existing Notes
- Editing a Submitted Intake Form
- How to Find a Client's ID
- File Management
- Attaching Files to a Client's Timeline
- Copying Questions to a Treatment Note