Clients
- Exporting Email Addresses for Bulk Mailings
- Exporting Patient Information
- Implementing Clinical Notes AI
- Importing Clients from another EHR System
- Making Appointment Requests-How To Self Schedule
- Marking Appointments as Cancelled or Missed
- Missed Appointment Fee Settings & Charges
- Missed Appointment Note Changes & Email Notifications
- Multi-Clinician Chart Sharing
- ONC Open Notes Rule and Anti-blocking Initiatives
- Online Appointment Booking-Client Self Scheduling
- Preferred Name
- Private Pay-Sliding Scale Settings
- Progress, Soap & Process Note Comparisons
- Send Client Portal Messages to ALL Active Clients
- Telehealth Invitations
- Treatment Plan-Client Portal Signature Method
- Treatment Plan-Client Signing In Office Method
- Unsigned Notes Reports
- Uploading Client Documents
- Uploading Externally Created Client Notes
- Using Clinical Notes AI
- Using Headphones with Clinical Notes AI
- Wellbeing Scores