My clients
By Patrick and 2 others3 authors20 articles
- Add tags to your clients
- Add a client
- Add a health insurance number
- Assign a client to a professional
- Custom fields per clients
- Search a Client by Name, Email or Phone Number
- How to Ban a Client
- Unlink a child or a dependent from his parent or guardian
- Export My Client List
- Filter Clients by Tags in the Client List
- Change the name or emoticon associated to a client tag
- Recover an archived client
- See a Client’s Visits, Payments and Balance
- Create tags
- Archive a client
- Delete a client profile
- How to add a clients pronouns and name at birth
- Define the options for a parent or caregiver for a specific appointment
- Associating one or both parents with a child
- Check the forms to be completed by my clients