Client Management
Add, manage, and update client profiles, documents and what is displayed on their profile
- How to Download Documents Uploaded to a Client's Profile
- How to View Documents Uploaded to a Client's Profile
- How to Create a New Client
- Updating a Client's Timezone
- Patient Merge
- How to Assign a Client to a Provider
- How to Toggle On/Off CPP Cards
- How to Upload or Remove a Document to the Client's Profile
- Client Administration