FAQ and Quick Tips

Client Communication New Controls
Here is a video that may help - Client Communication New Controls
Mon, Apr 29, 2024 at 1:27 PM
Client History
Overview Measure PM has recently added a client history icon next to the edit icon in the client profile bio. This icon provides a history of all biographi...
Thu, Jun 27, 2024 at 8:02 AM
Client Home (12) Location in Soap Note
Here's a VIDEO that may help you -  Client Home (12) Location in Soap Note
Tue, Feb 21, 2023 at 4:10 PM
Client Home (12) Location in Soap Note
For a quick glance here is a video - Client Home (12) Location in Soap Note  A new system property is added to the soap notes that will show if the Home...
Wed, Mar 29, 2023 at 9:04 AM
Client Intake Form Creation, Usage and Report
Here is a video that may help - Creating the Client Intake Form Here is a video that may help - Filing Out the Client Intake Form on the Parent Portal Her...
Fri, May 31, 2024 at 8:42 AM
Client intake form preview - An enhancement is added for the client intake forms which allows a user to generate preview before you finalize on any forms and save it.
Here's a VIDEO that may help you - Client intake form preview - An enhancement is added for the client intake forms which allows a user to generate prev...
Wed, Jan 19, 2022 at 10:38 AM
Client Leave Notification
Here's a VIDEO that may help you - Client Leave Notification
Thu, Dec 15, 2022 at 1:46 PM
Client not visible even after status being active
Here's a VIDEO that may help you - Client not visible even after status being active or you can also use the following instructions to solve the issue. ...
Fri, Jun 11, 2021 at 1:57 PM
Client Restricted Files
Here's a VIDEO that may help you - Client Restricted Files
Tue, May 2, 2023 at 2:19 PM
Client schedule to the client email address
Here's a VIDEO that may help you - Client schedule to the client email address
Wed, Aug 4, 2021 at 3:32 PM