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Missed Sessions Reason Report
Overview How to Run the Report How to add Custom Missed Reasons The Missed Sessions Reason Report helps practices track when and why client appointments were missed. This report provides clear visibility into cancellation patterns, no‑show trends, ...
Creating Bulk Invoices
You now have the ability to easily create bulk invoices for clients seeing multiple clinicians. Step 1: Click on the Create Invoice button in the menu bar. Step 2: Click on the "Bulk Invoice" button in the bottom left-hand corner of the pop-up ...
Bulk-Editing Client List
You can utilize our Bulk Options feature to quickly make changes to several of your clients in one place or to convert a client profile to a contact card for another client. Step 1: Navigate to the Clients tab. Step 2: Click on the Bulk Options ...
Scheduling Couples Therapy Sessions
When you are booking an appointment for a couple, you'll want to create two separate client profiles for each member of the couple. This will allow them to receive private communication without the other having access, if applicable. When scheduling ...
Bulk-Inviting Clients to Portal
You can easily invite all of your clients to the client portal at any time through our Import Center. The system will run a report on all clients with email addresses entered who have yet to be invited to the portal, so you can use this feature ...