FAQ and Quick Tips

How to include inactive clients in list view
Here's a VIDEO that may help you - How to include inactive clients in list view
Wed, Jul 28, 2021 at 4:29 PM
How to increase size of the note boxes in soap notes
Here's a VIDEO that may help you - How to increase size of the note boxes in soap notes
Thu, Dec 9, 2021 at 9:01 AM
How to increase the size of the Clients File widget
Here's a VIDEO that may help you - How to increase the size of the Clients File widget
Thu, Jul 14, 2022 at 1:11 PM
How to make a client active to create an appointment
Here's a video that may help you- How to make a client active or you can also use the following instructions to solve the issue.  1. Click "...
Thu, Apr 29, 2021 at 8:57 AM
How to make an employee availability as active
Here's a VIDEO that may help you - How to make employee availability as active 
Tue, Jun 28, 2022 at 8:16 AM
How to make an employee Inactive
Here's a VIDEO that may help you - How to make an employee Inactive or you can also use the following instructions to solve t...
Thu, Jul 22, 2021 at 9:17 PM
How to make an employee supervisor
Here's a VIDEO that may help you- How to make an employee supervisor or you can also use the following instructions to solve the issue.
Tue, Jun 22, 2021 at 7:03 AM
How to process payroll for a pay period
Here's a VIDEO that may help you - How to process payroll for a pay period 
Mon, Aug 2, 2021 at 9:05 AM
How to provide access to treatment team clients
Here's a VIDEO that may help you - How to provide access to treatment team clients
Thu, Oct 28, 2021 at 1:51 PM
How to provide permission for return to draft for soap notes
Here's a VIDEO that may help you - How to provide permission for return to draft for soap notes
Fri, Dec 3, 2021 at 5:57 AM