Communications
Communicate with your clients, your team and your referrers
16 articles
Admin notesAdd, edit, or delete Admin Notes for clients.
Dashboard OverviewA summary of the important details that you don't want to miss when you first log in to your account.
Internal Chat FunctionMessaging your colleagues directly or using the calendar to advise that a client has arrived
Add a message to your NoticeboardShare a message with your practice in the noticeboard
Create an appointment alertSet a note or reminder next time you book an appointment for a client
Create a client file reminderCreate, Edit, Delete or Dismiss a client reminder
Organisation TasksA great way to keep track on tasks for your team!
Generate a letterWrite a letter or report to send back to a referrer or other contact
Add case notes to a letterSave time by adding your case notes directly into a letter
Creating and using a letter templateCreate, edit and delete your letter templates
Remove Letter ImagesIf an image is no longer required for your letter writer, you can remove it