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 button.

Step 3: Adjust the status filter to view All Clients.

Step 4: Go through your list of clients and adjust the status for all active clients.

1. Click the SAVE button next to each client whose status has been adjusted. 
   

Once you've gone through your client list and set the correct ones to active, you can now go through and assign the contacts to the appropriate clients. 

Step 5: Enable Convert to Client Contact 

Step 6: For each contact that is listed as a client, click on the Convert to Client Contact button

Step 7: Click on the client dropdown field to select the appropriate client from the list. 

Step 8: Select the appropriate relationship from the dropdown.

During this step, you can add any additional contact information for the client and/or add a note to be assigned to the contact card (e.g., ROI signed; contact in case of emergency; etc.)

Step 9: Type "Convert" into the field to confirm this action and then press Submit

The contact has now been added to the selected client's Contact Info tab. 

If you need to grant this contact access to the Client Portal, simply navigate to the Client Portal tab and click +Add New User. If an email address was added for this contact, you will be able to select it from the dropdown. 

• Related Articles

• Client Balances Report Within the To-Do List

  Step 1: Navigate to the To-Do list on the main menu. Then, select the tab labeled Client Balances. Here you'll find three search boxes designed to outline your search parameters. The middle box dictates which report you would like to run. Client ...

• Updating Client Status

  Navigate to the Client Overview page within their chart. Then, scroll down to Status. Here, select the drop-down and choose the client's updated status. I.e., Inactive, Active, Wait List, Prospect.

• 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 ...

• Viewing the Client List

  Within the Client List, you will see five columns: Contact Intake Portal Tx Plan Payment Method For every active client, there will be icons in each of these columns indicating their status.

• Adding a Collateral Client to an Appointment

  Collateral clients added to a primary client’s session, will not have a record of the session in their chart or be billed. If you prefer to have a record for both clients see Creating Client or Staff Groups. Create a new session and add the primary ...