Viewing the Client List

Within the Client List, you will see five columns: 

1. Contact
   
2. Intake 
   
3. Portal
   
4. Tx Plan
   
5. Payment Method
   

For every active client, there will be icons in each of these columns indicating their status. 

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• 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.

• 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 ...

• Updating Client Time Zone

  Navigate to the client chart ➡️ Overview tab. Scroll down to the Time Zone, select the proper time zone, and select Save Changes. Updating the clients time zone will update their appointments to the proper time based on their time zone. This will ...

• Creating Custom Tags to Organize Your Client List

  You can now easily create custom tags within your account to organize your client list. These tags can then be used to filter clients based on their tags when searching your client list. Step 1: Within any client profile, scroll to the bottom of the ...

• Client Portal: Time Zone Update

  Once logged into the client portal, navigate to Settings and select Change Time Zone. Here, you will select your time zone and Save Changes. Updating your account to the proper time zone will update the appointments on your Scheduling tab based on ...