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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
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The Client Portal
Onboarding Checklist

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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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