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 Clicking on the Clients tab will bring you to the Client Search screen. You'll see the Client Menu on...
August 14th, 2023 467 views 1 likes
Monitoring Requests From the Utilities menu, there is a menu option, Med Record Requests . This link is not under...
August 14th, 2023 495 views 1 likes
Find An Existing ROI To see if a specific ROI exists for a client: Select your client Select Release of...
August 14th, 2023 916 views 1 likes
  🔴 This area lists client demographic information.  You'll also find the button to view reminder calls, print face...
October 31st, 2023 574 views 1 likes
You'll find Demographics in the Client Menu in the Information category - you can also pin it to your favorites...
January 8th, 2025 61 views 0 likes
Learn how to update a client's employment or school information. Â Â Â Â Â Â Â You'll find Employment/Academics...
November 7th, 2024 12 views 0 likes
The grid below the search fields will show your most recently viewed clients, starting with the most recent at the...
July 30th, 2024 219 views 0 likes
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