Client management

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

29 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
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
Written by Andreas Papastergiadis
Updated over a week ago

Add a referral to your client's file

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

Reschedule an appointment

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

Add a client to a waiting list

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

Create a client file reminder

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

Updating a client's case status

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

Close a client file

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