Calendar and Scheduling
- Managing your Availability
- Navigating your calendar
- Setting up your practice's cancellation policy
- Adding and managing appointments
- Creating group and family appointments
- How to change an appointment status
Clients
- Adding a new client and navigating your Clients & Contacts list
- Editing a client's information
- Managing your client profiles through Enhanced Client Management
- Enhanced Client Management for Minors
- Enhanced Client Management for Couples
- Setting up insurance billing for your clients
Telehealth
Client Portal
Appointment Reminders
Documentation and Paperless Intakes
Self-Pay Billing
Insurance Billing
Guides for Clients
- Getting started guides for your clients
- Resources for marketing your practice
- Getting started guides for clients: How to log in to the Client Portal
- Telehealth FAQs for clients
- Getting started guides for clients: How to request appointments
- Getting started guides for clients: How to confirm and cancel appointments