Related Articles
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 ...
Inactivating a Professional Profile
STEP 1 -- Delete ALL future appointments from the professional's calendar. Make sure to delete all individual appointments and recurring appointment series. To check that all future sessions have been successfully deleted, you can navigate to the ...