Clients and Patients
- Viewing Client and Patient Information
- Search Functions
- Adding and Editing Clients
- Merging Clients
- Managing Client Notes and Communications
- Sending an Email to a Client
- Using 'On Stop' Client Status
- Adding and Editing Patients
- Merging Patients
- How to Avoid Patient Duplicates
- Viewing, Printing and Emailing Patient History
- How to Change a Patient’s Owner
- Automated Patient Status Changes
- Private Patients