Core Features
- Multiple Locations - Overview
- Managing Sliding Fee Scales with Service Fee Discounts
- Scheduling and Managing Recurring Sessions
- Group Edition - Why Can’t I See My Availability?
- Service Specific Availability
- Supervisors - Using the Workflow to Monitor Session Notes
- How to Edit a Medication
- How to Add a Medication
- Current Prescription vs Medication History
- Client Medications - Overview
- What Is The Workflow And How Do I Navigate It?
- How to Delete a Prescription
- The Dashboard - Managing and Analyzing Your Business
- Group Edition - the Workflow for Practice Owners and Office Admins
- Client Lists
- Client Tags
- Preferred Names
- Appointment Reminders
- Client Documents and Folders
- Session Summary
- Linked Accounts - Managing Couples and Family Sessions
- What are Client Codes and Client IDs?
- Appointment Confirmations
- Circle of Care
- The Client Account
- Client Waitlist
- Deleting, Deactivating, and Waitlisting Clients
- Client Imports
- Adding Clients
- Customizing Your View Options