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Clients
General
- Clients
- Overview of Clients and Client Card
- How to Create a Client
- How to Edit a Client
- How to Deactivate a Client
- How to Delete a Client
- How to Merge Client Records
- How to Search for Inactive Clients
- How to Create Client Views
- How to View Clients in Default View
- How to Edit Client Details in the Client Card
- How to Manually Merge Client Records
- How to Create a New Referral
Client Card
- How to Set Client Card Access Settings
- How to Create a New Summary View
- How to Manage Summary Views
- How to Add a Client Relationship
- How to Remove a Client Relationship
- How to Assign a Label to a Client
- How to Remove a Label from a Client
- How to Adjust Communication Preferences in the Client Card
- How to Add a Primary Care Physician
- How to Apply Salutations to Clients
- Dictation
- How to Pin Forms in Client Card
- How to Send an Email from the Client Card
- How to Add Attachments to Emails from the Client Card
- How to Create Alerts
- How to Rearrange Client Details Fields and Categories in the Client Card
- How to View Packages in the Client Card
- How to Rotate Photos in the Client Card
- How to Create a Case in the Client Card
- How to Send a Connect Password Reset Link
- How to Create a New Referral from the Client Card
- How to Share Client Information with Third Parties
- How to Remove an Insurance from Being a Default Payer
- How to Send a Password Reset Email from the Client Card
- How to Print a Label from the Client Card
- How to Add Auth Code in Client Card
- How to Use the Dynamic Create Menu in the Client Card
- How to Block Clients From Booking
- How to Download Grouped Photos From the Client Card
Appointments
- How to Resend an Appointment Confirmation
- How to Cancel an Appointment from the Client Card
- How to Reinstate a Canceled Appointment from the Client Card
- How to Delete an Appointment from the Client Card
- How to Rebook an Appointment from the Client Card
- How to Check Whether an Appointment Was Rescheduled
- How to Quick Book Clients
- Understanding the Appointment Audit Log
Financials
- How to Refund an Invoice
- How to Void an Invoice from the Client Card
- How to Issue a Credit Note for an Invoice from the Client Card
- How to Add Money to a Client's Account
- How to Add Card Details to a Client Card
- How to Refund an Invoice with Stripe
- How to Share Invoices with Clients
- How to Print Out Invoices
- How to Void a Payment
- How to Print Payment Receipts for Clients
- How to Preview Invoices in Client Card
- How to Transfer an Invoice
Letters
Documents
- Documents
- How to Upload a Document
- How to Rename a Document
- How to Download a Document
- How to Delete a Document
- How to Create a Document Folder
- How to Move a Document to a Folder
- How to Rename a Document Folder
- How to Delete a Document Folder
- How to Share Documents with Clients
- How to Share Documents via the Client Portal
Notes
Activities
Gift Vouchers
EMR - Allergies
EMR - Prescriptions
- Prescriptions
- How to Create a Prescription
- How to Edit a Prescription
- How to Repeat a Prescription
- How to Print a Prescription
- How to Delete a Prescription
- How to Submit a Prescription to CloudRx
- How to Send a Prescription to a Pharmacy (for US Clinics)
- How to Dynamically Create a New Drug When Prescribing
- How to Favorite Drugs in Pabau
EMR - Labs
EMR - Client Problems
EMR - Forms
- How to Mark Injection Points in a Treatment Note
- How to Create a Medical History Questionnaire
- How to Create a Treatment Form
- How To Print Medical Forms
- How to Edit Medical Forms
- How to Pin a Medical Form
- How to Set Privacy Settings to Medical Forms
- How to Create and Manage Macros on Treatment Forms
- How to Share a Treatment Note with a Client
- How to Copy Data from a Previous Treatment Note
- How to Use Code Lookup in the Client Card
- How to Use the Drawing Tool in a Treatment Form
- How to Send Forms Using Custom Email Templates
- How to Request an Update for the Medical History in the Client Card
EMR - Photos
- How to Upload a Photo to the Client Card
- How to Rename a Photo in the Client Card
- How to Delete a Photo from the Client Card
- How to Create an Album in the Client Card
- How to Rename an Album in the Client Card
- How to Delete an Album in the Client Card
- How to Add a Photo to an Album
- How to Compare Before and After Photos in the Client Card
- How to Download and Share Photos From the Client Card