Speakbox provides your practice maximum flexibility by enabling you to manage both offline and connected records. To get started, let's manually create a new client record.

How to create a new record.

  1. From the Client Director, Select "Add a new client."

  2. Input the clients full name (only a clients name is required to create a record)

  3. Select "Create."

And... you are done!

Once added, you can choose to send an invitation enabling you to collaborate with this Client and meet with them virtually, or decide not to connect this record and continue to update the clients' personal information and documentation as necessary manually.

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