Managing Clients
- Adding New and Prospective Clients
- Sending a Client Invitation in Practice Better
- Adding a client without an email address
- Deactivating and Reactivating Clients
- Adding a Secondary or Emergency Contact for a client
- Client Recent Activity Stream
- How to Search and Filter Clients in Practice Better
- How to Check Your Client's Account Status
- Organizing Clients Using Tags in Practice Better
- Managing Family Records in Practice Better
- Changing your Client Portal Welcome Video
- Can Clients Use the Same Email Address for Multiple Practitioners?
- Allowing clients to request changes to their client profile
- Adding a Profile Photo to a Client Record
- Legal First Name versus Preferred First Name
- Merging Clients
- Importing Your Clients
- Exporting Client Records
- Deleting a Client Record