Clients and Referrers
Learn how to add and manage clients and referrers.
- Adding New Clients 4 Ways
- Client Profile in Detail
- Client Mega Menu
- Client Tasks
- How to Toggle Alerts for Clients
- Adding And Managing Clients In Waitlist
- Adding Client Contacts
- Setting Up and Using Client Classifications
- Setting Up and Allocating Client Types
- Merging Duplicate Clients
- Archiving, Deleting and Restoring Clients
- Managing Referrers and Referrals
- How to Send eFaxes via Email
- Managing Vaccination Status with Clients
- Using Cancellation Reasons
- How Can I Transfer an Erroneous Payment Between Clients?
- How Can I Use the File Under Field on Client's Details Page?
- Custom Lists
- Using Diagnosis Codes
- Updating Profiles in Bulk