Client management

Everything you need to know to manage your client's information

Diana Younan avatar Andreas Papastergiadis avatar
30 articles in this collection
Written by Diana Younan and Andreas Papastergiadis
Client care

Add a client

Add a new client to your practice through the dashboard, client list or calendar
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Written by Diana Younan
Updated over a week ago

Upload a document to your client's file

Attach files such as consent forms, images or other documents to a client's file
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Written by Andreas Papastergiadis
Updated over a week ago

Add a referral to your client's file

Add and manage multiple referrers and referrals
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Written by Diana Younan
Updated over a week ago

Add a contact to a client file

Add a family member, employer, insurer or treater to a client file
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Written by Diana Younan
Updated over a week ago

Make an appointment from a client file

Make an appointment for a client two different ways from a client file
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Written by Diana Younan
Updated over a week ago

Make an appointment from the calendar

Add an appointment for a client two different ways from a Calendar
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Written by Diana Younan
Updated over a week ago

Create a recurring appointment

Save time and create a recurring appointment for clients coming in on a regular basis
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Written by Diana Younan
Updated over a week ago

Reschedule an appointment

Reschedule an existing appointment for your client
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Written by Diana Younan
Updated over a week ago

Set an appointment limit

Set a limit to the number of appointments that a client has
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Written by Diana Younan
Updated over a week ago

Create an appointment alert

Set a note or reminder next time you book an appointment for a client
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Written by Diana Younan
Updated over a week ago

Add a client to a waiting list

Accommodate your client with the waiting list
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Written by Diana Younan
Updated over a week ago

Print and email past or upcoming appointments

Print or email past and/or upcoming appointments for your client
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Written by Diana Younan
Updated over a week ago

Create a client file reminder

Create, Edit, Delete or Dismiss a client reminder
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Written by Diana Younan
Updated over a week ago

Wish your clients a Happy Birthday!

Setup and schedule a SMS birthday reminder
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Written by Andreas Papastergiadis
Updated over a week ago

Updating a client's case status

Mark a client's file as closed, deceased or deleted
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Written by Diana Younan
Updated over a week ago

Close a client file

Set a client's file case status as closed or deceased
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Written by Diana Younan
Updated over a week ago