Clients tab (for the practitioner)
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...
Mon, 26 Apr, 2021 at 12:26 PM
Questions answered in this article: How to add client on waitlist? View the instructional video(s) on this topic below: Clients tab: Adding cl...
Wed, 3 Mar, 2021 at 4:45 PM
Questions answered in this article: How to add multiple practitioners to a client? View the instructional video(s) on this topic below: Getting ...
Fri, 12 Feb, 2021 at 5:41 PM
Questions answered in this article: How to add new contacts to a client record? Can I add an existing contact to a client record? Vi...
Tue, 17 Aug, 2021 at 3:54 PM
Questions answered in this article: How can I add a third party contact to a client? Can I edit or remove a third party contact? What is the import...
Thu, 4 Mar, 2021 at 7:08 PM
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
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? View...
Wed, 3 Mar, 2021 at 4:47 PM
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
Questions answered in this article: How do I add a new client with an existing guardian? Related articles: Primary contacts: Adding new or existi...
Tue, 9 May, 2023 at 5:19 AM
. 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 ...
Tue, 6 Jun, 2023 at 8:21 AM