Managing Clients
How to navigate your client records and get to the information that's important.
- Adding a New Client
- Adding Custom Forms to the Portal
- Adding Office Notes to a Client Record
- Assign a Third Party Payer to a Client
- Attaching and Sharing Documents with Clients
- Check a Client's Portal Registration Status
- Client Search
- Edit Client Info
- Import Client Data
- Link Client Records
- Manage Client Contact Info
- Manage Client Family Info
- Manage Client Medical History
- Merging Duplicate Client Records
- Reassign a Client to Another Primary Clinician
- Set Client Records to Inactive
- Set Sliding Scale for a Client
- Share a Client Record with Other Clinicians
- Store a Client's Credit Card
- Unlock a Client's Portal Login