Related Articles
Finding clients
There are three ways to find a client - by searching, by using the client list, and from reports. To search for a client: Click on "Clients" Enter either the client's first name, last name, email address, phone number, and/or ID in the search box ...
Exporting a patient's history
You can print or email any portion of a patient's history with a few clicks. To email a patient's history: Navigate to the applicable patient Click "export" and select "email patient file" Select the date range for the records you wish to include ...
Merging patients
To merge one patient's profile into another: Navigate to the profile of the patient that is to be merged Click on "merge patient" Select the patient into whose profile the current patient should be merged Select whether to keep the merged patient's ...
Adding patients
All of your patients are managed under the Patients module. There are several places from which you can add a patient, including from the Patients dashboard, when scheduling an appointment, and when assigning a new relationship to a client. To add a ...
Managing diagnoses
We partnered with AAHA to provide our customers with AAHA's diagnostic terms, which include over 10,000 diagnoses. In addition to these though, we provide the option to create custom diagnoses. Assigning Diagnoses There are several ways to assign a ...