Clients tab (for the practitioner)

How to Import a Client List
Related Videos: How to Import a Client List To import a client list, you may follow these steps: Navigate to the "Clients" tab. Look for ...
Wed, 9 Aug, 2023 at 8:54 AM
Exporting Client List
How do I export my client list? Access your account and find the "Client" tab in the main menu. Look for the drop-down menu located beside the ...
Mon, 27 Nov, 2023 at 8:09 AM
Uploading and Downloading Files to the Client Chart
Questions answered in this article: How to upload files to a client profile? Where can you find uploaded files? How to download files from the client mo...
Tue, 19 Mar, 2024 at 5:00 PM
Discharging a Client
Questions answered in this article: How to discharge a client? Can discharged clients still access the portal? Related articles: On Hold Feature a...
Mon, 29 Apr, 2024 at 2:19 AM