In addition to your clients being able to enroll in text or email reminders within their client portals, you can also turn on text reminders manually for your clients within their client profiles. Step 1: Navigate to the client's Contact Info tab ...
Step 1: Navigate to Account Settings Step 2: Click Edit on the Practice Settings option Step 3: Navigate to the Default Tab and check the box for Enable Appointment Reminders/Days Before Step 4: Click on the Information tab located next to Enable ...
In addition to setting up a professional's default rates across all clients, you can also set up different rates for specific clients from within their client profiles. Step 1: Navigate to the desired client's profile, and click on the Default Rates ...
Step 1: Navigate to the professional user's settings by clicking on their name in the Staff & Users list. Step 2: Click into the Default Rates tab on the left-hand side. Step 3: Select service(s) to add from the dropdown (you can select multiple ...
You can choose to have the system automatically generate and send monthly superbills to all clients with billed appointments for the previous month. Step 1: Navigate to the Account Settings Step 2: Click the Edit button on the Practice Settings ...