Clients and Patients
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Using 'On Stop' Client Status
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Private Patients
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Recommended Reminder Workflows
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How to Attach Files to a Client's Record
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Search Functions
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How to Create & Manage Automatic Reminders
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Client Communication Log
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How to Send an Email to a Client
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How to Create New Clients & Edit Client Information
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Automated Patient Status Changes
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How to Avoid Patient Duplicates
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How to view, print and email patient medical history
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How to Change a Patient’s Owner
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How to Create and Edit Patients
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How to Merge Patients
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How to add a patient reminder
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Attaching External Files to a Patient's Record
