Quick Q&A
- New Client Notifications
- How do I access Inactive Clients?
- Creating a Balance Forward
- How do I modify Client Insurance?
- What are New Clients?
- My Profile
- How do I update Personal Information?
- How do I view my Billing history?
- How can clients view or edit their Profile?
- What is a CPT Code?
- Can I add custom CPT codes?
- Why don't the Dates Match in my Income Journal?
- Why do I see duplicate office locations?
- Client Demographics: Age Report