• 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