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...
Fri, 10 May, 2024 at 5:48 AM
Questions answered in this article: How do I add multiple practitioners to a client? View the instructional video(s) on this topic below: Gettin...
Fri, 10 May, 2024 at 6:02 AM
Questions answered in this article: How to add a new primary contact to a client record? How can I add an existing primary contact to a client record?...
Fri, 10 May, 2024 at 6:50 AM
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...
Tue, 14 May, 2024 at 7:48 AM
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? How can ...
Fri, 10 May, 2024 at 7:23 AM
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 do I invit...
Tue, 14 May, 2024 at 7:20 PM
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
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
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