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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 435 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 477 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 882 views 1 likes
  🔴 This area lists client demographic information.  You'll also find the button to view reminder calls, print face...
October 31st, 2023 536 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 29 views 0 likes
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