Clients
- How to create different client profiles to automatically populate the relevant forms and settings for that client type.(BUNDLES)
- How to customize clients list (how to add more columns)
- Welcome email
- To Do's : Internal Reminders and Alerts
- Insurance Coverage and Coverage Reports
- Assigning a Client to More Than One Therapist
- How to Assign Therapists to a Client Account
- Clients Diagnostic Code
- How to Setup/Add Credit Card Payment for Client Account