Duplicate charts for same person, different condition.

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Barbara Belicia

• August 30, 2021 16:48

We have set up a duplicate chart as suggested using the "preferred name" option.  This duplication is triggering negative outcome.

Client's information such as credit card data, evaluation, contact, etc are not copied to new chart resulting in difficulty billing and clients being skeptical about the need to enter their credit information under two different charts. 

Clients are also unable to access both charts to access their information as their email is only allowing access to  one condition.

What is the solution for these problems.  I treat one client and multiple conditions, and need all information centralized for ease of access and billing for both my client, insurance companies and and my office.

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  Sara

  • August 30, 2021 19:44

  Hi Barbara,

  I have gone ahead and created a Help Request on your behalf so that someone from our Customer Success team can follow up with you on this.

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