Client Preferred Name (Formerly Nickname)

Now, professionals can add client preferred name within the Client Overview tab of the client's chart. Like Nickname, preferred name can replace the first and last name in the client portal and on the professional’s main calendar.

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• Adding a Client

  Step 1: select the Add Client button at the top right. Step 2: complete all of the necessary information to enroll your client. To quickly add a client to the system you only need their name. Uncheck “Enroll in Client Portal” See Enrolling Contact in ...

• 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 ...

• Client Demographics Hover

  Overview The Client Demographic Hover feature allows users to quickly view key client information without opening the full client chart. This helps teams access essential details faster, reduce navigation time, and streamline day‑to‑day workflows. ...

• New Client Portal Invitation (CLIENT EMAIL TEMPLATE)

  Please feel free to use this as a starting point to communicate with your clients regarding the migration to a new client portal. We recommend sending this as a BCC'd email from one of your practice's email addresses prior to inviting your active ...

• Client Portal: View Upcoming Appointments

  Now, clients can view a list of upcoming appointments by selecting the More button on the right-hand side of their Next Appointment on the client portal.