Clients

Client records, tags, invites and duplicates.

• Add a client

  Create a record for a new person, and mark them as a client if they already bought from the clinic.

• Enter a form's answers for a client

  Type in the answers to a form a client filled in on paper or told you at the desk, so they do not have to complete it in the portal.

• Find a client and open their record

  Search the client list and open a client's record to see their visits, chart, billing and messages.

• Invite a client to the patient portal

  Send a client a setup link for the patient portal, email an invitation, or copy an activation link to give them.

• Merge duplicate client records

  Combine two records for the same person into one, keeping the history from both.

• Send forms by text or email

  Text or email a client a link that opens their forms straight away, with no portal sign-in, and see when it was delivered and opened.

• Tag a client and filter the client list

  Add or remove tags on a client's record, and narrow the client list by segment or due status.