Clients tab (for the practitioner)

Adding a Client
Questions answered in this article: How do I add a client? If the client is underage, what steps should I take? How do I set up email notifications...
Thu, 20 Jul, 2023 at 11:25 PM
Adding Multiple Practitioners to a Client
Questions answered in this article: How to add multiple practitioners to a client?   View the instructional video(s) on this topic below: Getting ...
Fri, 21 Jul, 2023 at 12:10 AM
Primary contacts: Adding new or existing contacts to a client record (e.g., siblings)
Questions answered in this article: How to add new contacts to a client record? Can I add an existing contact to a client record?   View the instr...
Fri, 21 Jul, 2023 at 12:22 AM
Manage 3rd Party contacts
In this comprehensive guide, we will walk you through the process of effectively managing third-party contacts with easy-to-follow, step-by-step instruction...
Mon, 24 Jul, 2023 at 7:47 PM
Creating a test client
Questions answered in this article: How can I experience the client portal? Can I be a test client to know how it works on the client's side? W...
Tue, 9 Mar, 2021 at 7:51 PM
Setting up the self - intake
Questions answered in this article: How can my client add themselves to the waitlist? Can I edit the self-intake form seen on the website? How can ...
Thu, 4 Jan, 2024 at 5:21 AM
Onboarding a client from the waitlist
Questions answered in this article: How do I onboard a client from the waitlist? How do I set up email notifications for a client? How to I invite...
Mon, 26 Apr, 2021 at 1:15 PM
Superbill: A Guide to Adding ICD-10 and CPT Codes
A definitive guide on how to bill by units for ICD10 and CPT codes that require unit reporting. Questions answered in this article: How to add ICD-10 an...
Tue, 18 Jul, 2023 at 11:57 PM
Ability to share a Contract amongst multiple Clients
This article will provide users with a guide on how to share a contract among multiple clients. Questions answered in this article: How can I share a...
Thu, 27 Jul, 2023 at 11:18 PM
Adding a new Funder within the Contract Module
This article will provide users with a step-by-step guide on adding a new funder within the contract module. Questions answered in this article: How ...
Fri, 28 Jul, 2023 at 12:39 AM