All Collections
Charting
Export Client Files
How to create a lexicon
How to Create a Charting Template
Import Files to a Client Chart
How to Create an Intake Form
How to Use Lexicons
View or Add Notes to a Client's File
Transfer Ownership of Their Charts to an Employee
Manually Send an Intake Form
Share Client Files
Traceability and modification of client file
Delete my charts from a client's file
How to use Wibbi
Add a Charting User (the procedure only applies in the case of retaining an old package)