Clients
- AI Client Consent
- AI Questions and Answers
- Alert Messages
- Appointment Reminder Settings for the Practice and Clinician
- Authorizations & Employee Assisted Program (EAP) Clinician Training
- Authorizations & Employee Assisted Program (EAP) Insurance Billing, Setup & Scheduling
- Client Appointment Reminders
- Client Information Page-Track Changes
- Client Portal Documents & Questionnaires Tracking
- Client Signatures
- Client Time Zone Setting
- Client Transfers or Re-Assignments
- Contact Notes
- Couple & Partner Charts
- Creating an Updated Treatment Plan from a Task
- Creating New Clients
- Creating New Clients without Assigning a Clinician Immediately
- Creating or Changing the Client's Signature
- Creating Superbills
- Creating Treatment Plans
- Custom Note Templates
- Custom Notes-Turning On/Off Diagnosis Information
- Date Assignments on Client Notes
- Deleting a Client
- Demographics
- Downloading & Uploading Client Documents using Windows
- Downloading Client Documents
- Downloading Client Notes with Google Chrome
- Downloading Client Notes with Safari
- Exporting Client Information