Admin
- Manage Practice Details
- Add/Manage Services
- Add/Manage Employees
- Manage Licenses
- Customize Client Profile
- Practice Consent Forms
- Client Goal Bank
Clients
Client Portal
- Accessing the Client Portal
Dashboard
- About the Dashboard
Note Templates
- Creating a New Template
- Appointment Note
- Evaluations
- General Note
- Good Faith Estimate (GFE)
- Progress/Discharge Notes
- Sharing Notes with Clients
Provider Profile
- Manage Your Profile
- Change Your Password
- Professional License
- Manage Notifications
- CEU Tracker
- Multi-Practice Management