Client management

Add a client

Add a new client to your practice through the dashboard, client list or calendar

Written by Lachlan Cox
Updated over a week ago

Track NDIS Participant Plan Details

Learn how to add NDIS Plan Details to Clients file and keep track of NDIS funding

Written by Kerrod Hughes
Updated yesterday

Add a referral to your client's file

Add and manage multiple referrers and referrals in a patients record

Written by Lachlan Cox
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

Upload files to your client's file

Attach files such as consent forms, images or other documents to a client's file

Written by Lewis McCormack
Updated over a week ago

Lock or unlock files

How to lock files so they can't be edited, moved or deleted by anyone other than a supervisor

Written by Lachlan Cox
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

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

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 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

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

Re-open a client file

Changing the case status of a closed, deceased or deleted client file

Written by Lachlan Cox
Updated over a week ago

Case notes

Write and save clinical notes for a client's session.

Written by Andreas Papastergiadis
Updated over a week ago

Case note templates

Create, edit and delete templates for use when entering case notes.

Written by Andreas Papastergiadis
Updated over a week ago

Saving draft notes

Where to find a saved draft note, and convert it into a finalised case note.

Written by Andreas Papastergiadis
Updated over a week ago

Generate a letter

Write a letter or report to send back to a referrer or other contact

Written by Lachlan Cox
Updated over a week ago

Apply a custom data entry to a client file

Add or edit extra information for a client which isn't captured by the details section

Written by Andreas Papastergiadis
Updated over a week ago

Fill out a questionnaire

Fill out a questionnaire for a client's file

Written by Andreas Papastergiadis
Updated over a week ago

Record medications

Add, edit or delete a medication record for a client

Written by Andreas Papastergiadis
Updated over a week ago

Document injuries and annotate charts

Add, edit or delete an injury/illness report or an annotated body chart to a client's file.

Written by Andreas Papastergiadis
Updated over a week ago

Create an invoice

Raise an invoice from a calendar appointment or directly from a client's file.

Written by Andreas Papastergiadis
Updated over a week ago

Apply a payment to an invoice

Apply and edit a payment to an individual invoice

Written by Andreas Papastergiadis
Updated over a week ago

Unlock an invoice

Edit a locked invoice or multiple locked invoices all for the same client

Written by Andreas Papastergiadis
Updated over a week ago

Other things to do with an invoice

Edit, preview, print, PDF email or delete an invoice

Written by Andreas Papastergiadis
Updated over a week ago

Batch invoice payment for a client

Apply a batch payment to a client's outstanding invoices

Written by Andreas Papastergiadis
Updated over a week ago

Combine and print multiple client invoices

Combine a client's invoices into one or print out a selection of invoices for a client

Written by Andreas Papastergiadis
Updated over a week ago

SMS a client

Send a manual SMS to a client or other contact within your account.

Written by Andreas Papastergiadis
Updated over a week ago

Email or SMS all clients

The easiest way to send a mass email or text to your clients

Written by Lachlan Cox
Updated over a week ago

Marketing Consent

Set the Marketing Consent for your clients and export these lists for use in communications

Written by Lachlan Cox
Updated over a week ago

Wish your clients a Happy Birthday!

Setup and schedule a SMS birthday reminder

Written by Andreas Papastergiadis
Updated over a week ago