Clients
Creating clients, updating information, viewing documents, tracking progress, and understanding how recommendations and records are stored throughout your organization.
9 articles
What is a Client Profile?
Creating & Editing a Client Profile
Understanding the Client Documents View
Automatic Treatment Plan Generation
How AutoNotes Builds Client Context
Understanding AI Recommendations
Client Privacy & Data Handling
Archiving or Deleting a Client
Understanding Comments, Consents & Face Sheet