How to Enroll a Client in Text (SMS) Appointment Reminders
Notification reminders can be automatically sent to a client, using their preferred method (text, email, or voice message), to remind them of an upcoming appointment or service. This is a […]
How to Create a Flag to Alert Treatment Team Members to Important Client Information
Make sure you have the client open. Click the plus icon next to the client’s name. This takes you to the Client Flag Details screen. Add the relevant information in […]
How to Scan or Upload Documents into the Client’s Record
Sometimes documents are completed on paper but need to be included in the client’s record. In this section, we’ll cover how to scan a document into the client’s record. Click […]
How to Print a Document to Get a Client’s Signature
After you have completed the form, click Sign to create the PDF document. Click the Print icon once the document has generated. Have the client sign the paper document and […]
How To Identify a Client as Katie-A or Other Special Population
With a client selected in the header, click the Search icon. Type Special Populations in the search bar. Click to select Special Populations LP (Client). This takes you to the […]