FAQ

Troubleshooting the Client Portal set up - client view
Questions answered in this article: What should I do if the account setup button didn't launch? If I did not see the welcoming email, where can I loo...
Thu, 15 Jun, 2023 at 12:43 AM
FAQ - How to display the Funder and Funder Name on an Invoice
This article will provide users with a step-by-step guide to display the Funder and Funder Name on an Invoice. Questions answered in this article: How c...
Thu, 25 Jul, 2024 at 6:24 AM
FAQ - How to Add or Update Your Address or Clinic Location
Questions answered in this article: How can I change the address displayed on an invoice? How can I change or remove the address displayed on my Landi...
Thu, 11 Jul, 2024 at 2:30 AM
FAQ - Editing the Client's Profile details
This article offers users a comprehensive, step-by-step guide to editing the existing Client Information Details. Questions answered in this article: ...
Thu, 14 Dec, 2023 at 7:00 PM
FAQ - Adding your Registration Number and where it is displayed
Here is a brief guide on how to add the Practitioner’s Registration Number to the invoice. Questions answered in this article: Can we display the Pra...
Thu, 14 Dec, 2023 at 7:02 PM
FAQ Generate Year End Annual Report
This article will provide users with a step-by-step quick guide on Generating a report for the total billed/paid. Questions answered in this article: ...
Thu, 27 Jul, 2023 at 11:33 PM
FAQ - Removing and adding roles to a Practitioner
This article will provide users with a step-by-step guide on removing and adding roles to a Practitioner.  Questions answered in this article: How do...
Thu, 27 Jul, 2023 at 11:51 PM
Sharing Intake Form and JPG Attachment to Waitlist
A definitive guide on how to share Intake Form and JPG Attachment to Waitlist. Questions answered in this article: How do I share an intake form with...
Fri, 28 Jul, 2023 at 12:02 AM
Share Consent Form to Third Party
This article offers a step-by-step guide on how to share consent forms with third parties. Questions answered in this article: Can I share the consen...
Wed, 9 Aug, 2023 at 10:46 PM
Changing the email address of the clinic
This article will provide users with a step-by-step guide on how to change their Clinic Email address. Questions answered in this article: How do I c...
Wed, 9 Aug, 2023 at 10:50 PM