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Creating a new nonclinical employee client card
Click on the ‘New’ button within the client card window. Enter the first and last name of the person being added, note the first and last name are a shade of pink, this means they are required fields. Select the client type from the dropdown as ...
Creating a new practitioner client card
Use the ‘New practitioner wizard’ to walk you through building a new practitioner. Click on the client option along the top menu bar, and select ‘New practitioner wizard’, this will walk you through creating the client card with notes along the way, ...
Client card tabs
Name/Addr: This tab is broken into sections: Name of patient along the top – includes titles and aliases. Address – patient address, provider clinic address, or third-party address. Contact for phone and email – notes the reminder preference as well. ...
Creating a new client card
Click on the ‘New’ button at the top mid to right corner. Enter the first and last name of the person being added, note these are a shade of pink, this means they are required fields. Select the client type from the dropdown. This is important as ...
Client card introduction
Client cards are the records of individuals associated with your clinic, including patients, clinic providers, staff members, and referral doctors. Client cards house all demographic information; including names, addresses (clinic address if a ...