Clients tab (for the practitioner)
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
NOTE: This feature requires support activation. How do I export my client list? Access your account and find the "Client" tab in the main me...
Mon, 25 Nov, 2024 at 4:58 AM
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...
Fri, 21 Jun, 2024 at 9:59 AM
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
Important: The diagnoses you add/delete in the diagnosis list will be available as choices in the diagnosis option of your intake form under the client prof...
Mon, 30 Dec, 2024 at 6:32 PM