Managing Clients
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How do I add a new client?
Published: May 31 2020
Aug 19 2020 -
Can I view or export a list of my clients?
Published: May 31 2020
Jun 7 2020 -
Where can I create a session note for my client?
Published: May 31 2020
Aug 19 2020 -
How do I view my client’s information?
Published: May 31 2020
Jun 7 2020 -
Can I view all of the appointments and session notes associated with my client?
Published: May 31 2020
Jun 7 2020 -
How do I change the active or inactive status of my client?
Published: May 31 2020
Jun 7 2020 -
How do I edit my client’s information?
Published: Aug 19 2020
Aug 19 2020 -
How do I upload a document to my client’s file?
Published: Aug 19 2020
Aug 19 2020 -
How can I download all of my client appointment history?
Published: Aug 22 2020
Aug 26 2020