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Managing Clients

How to navigate your client records and get to the information that's important.

  • Adding a New Client
  • Share a Client Record with Other Clinicians
  • Reassign a Client to Another Primary Clinician
  • Attaching and Sharing Documents with Clients
  • Set Client Records to Inactive
  • View Your Client's Appointment History
  • Client Search
  • Adding Office Notes to a Client Record
  • Edit Client Info
  • Manage Client Contact Info
  • Manage Client Family Info
  • Manage Client Medical History
  • Link Client Records
  • Store a Client's Credit Card
  • Assign a Third Party Payer to a Client
  • Check a Client's Portal Registration Status
  • Send Portal Activation Emails to Your Clients
  • Unlock a Client's Portal Login
  • Set Sliding Scale for a Client
  • Adding Custom Forms to the Portal
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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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