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Clients and Referrers

Learn how to add and manage clients and referrers.

  • Adding and Editing Clients
  • Adding And Managing Clients In Waitlist
  • Client Profile in Detail
  • Adding Client Contacts
  • Merging Duplicate Clients
  • Archiving and Deleting Clients
  • Setting Up and Allocating Client Types
  • Setting Up and Using Client Classifications
  • Adding/Editing Referrers and Referrals
  • How to Send eFaxes via Email
  • How to Toggle Alerts for Clients
  • 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?
  • Using Diagnosis Codes

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