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Getting Started

A quick introduction to help you get your feet wet. Learn some of the basics.

Getting Help
The Dashboard
Appointment Scheduling
Client Records
Group Records
Client Invoicing
The Client Portal

Categories

Getting Started
Setup & Admin
The Dashboard
Managing Clients
Managing Groups
Appointments & Scheduling
Therapy Notes & Treatment Plans
Invoicing & Payments
Client Portal
Insurance Billing
Manage Your Account
Managing Staff
Billing & Reports
Messaging
Telehealth
Telehealth Troubleshooting

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