Onboarding and supporting clients

From referral management to Workspaces, everything you need to know to start working with clients.

8 articles in this collection
Written by Aidan Scott

Administration

How do I manage my waitlist?

View and manage waitlisted prospective clients within the Client Directory.

Written by Aidan Scott
Updated over a week ago

How do I create an invoice?

Easily manage invoices and payments from within the Clients' Record.

Written by Aidan Scott
Updated over a week ago

How do I mark an invoice as paid?

Here's how to update an invoice paid by cash or e-transfer.

Written by Aidan Scott
Updated over a week ago

How do I schedule an appointment?

Keep track of your calendar and schedule upcoming sessions with clients.

Written by Aidan Scott
Updated over a week ago

How do I collaborate with a client?

Invite clients to share files, connect virtually, and receive patient-reported data.

Written by Aidan Scott
Updated over a week ago

Collaboration

How do I create a progress note?

All documentation related to a client is available within the Client Record.

Written by Aidan Scott
Updated over a week ago

How do I share a document?

Easily and securely download and share documents with your care team.

Written by Aidan Scott
Updated over a week ago

How do I create a client record?

Create new clients within your practice using the Client Directory.

Written by Aidan Scott
Updated over a week ago