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Onboarding and supporting clients
From referral management to Workspaces, everything you need to know to start working with clients.
8 articles
How do I schedule an appointment?Keep track of your calendar and schedule upcoming sessions with clients.
How do I manage my waitlist?View and manage waitlisted prospective clients within the Client Directory.
How do I create an invoice?Easily manage invoices and payments from within the Clients' Record.
How do I mark an invoice as paid?Here's how to update an invoice paid by cash or e-transfer.
How do I collaborate with a client?Invite clients to share files, connect virtually, and receive patient-reported data.
How do I create a progress note?All documentation related to a client is available within the Client Record.
How do I share a document?Easily and securely download and share documents with your care team.
How do I create a client record?Create new clients within your practice using the Client Directory.