Client FAQ
- How to Pause or Resume Client Services
- Understanding Your Appointment Text Reminders (Client Perspective)
- How To Import Clients
- How to Leave a Comment or Task on a Treatment Plan
- How to Assign a Time Zone to a Client
- How to Create Multiple Treatment Plans for a Client
- How to Add Client Insurance
- How to View the Side-by-Side Treatment Plan Comparison
- How to Create a New Treatment Plan from an Existing Plan
- How to Access the Treatment Plan Audit Log
- How Does Treatment Plan Versioning Work
- How To: Sending and Filling Out Questionnaires in the Client Portal
- How To: Indicate That My Client Has a 504 or IEP Plan
- How To: Add to Medical History
- How To: Reactivate a Closed Treatment Plan
- How To: View Documents from a Client's Profile
- How To: View the Caseload Map
- How To: Update the Client's Status
- How To: Add Referral Information to a Client Profile
- How To: Filter Client Audit Log by Site
- How To: Sign Documentation in the Client Portal
- How To: Create a Signature in the Client Portal
- How To: Set Up Client Portal Access
- How to Manage Client Diagnoses (Active, Ruled Out, Historical)
- How To: Reactivating Clients
- How to Deactivate a Client
- How to Submit and View Contact Notes
- How To: Adding Social Determinants
- Client Messaging: Grouping by Labels
- How To: Assign a Site to a Client