FAQ and Quick Tips

Client Search on Top
Here's a VIDEO that may help you -  Client Search on Top
Wed, Aug 16, 2023 at 12:02 PM
Client zone is available in the summary (top section) on the client profile
Here's a VIDEO that may help you - Client zone is available in the summary (top section) on the client profile
Thu, Sep 8, 2022 at 12:38 PM
Clients and Employee History Icons
Here's a VIDEO that may help you - Clients and Employee History Icons
Wed, Jun 26, 2024 at 11:40 AM
Clients List View Supervisor Column
Here's a VIDEO that may help you - Clients List View Supervisor Column
Thu, Dec 15, 2022 at 1:53 PM
Clubbed Session Indicator on Process Appt Export to Excel
Here's a VIDEO that may help you - Clubbed Session Indicator on Process Appt Export to Excel
Thu, Dec 15, 2022 at 2:00 PM
Clubbing for Regional Funding Sources
Here's a VIDEO that may help you - Clubbing for Regional Funding Sources
Tue, Jan 24, 2023 at 12:55 PM
Comprehensive Guide to Formatting Text in the HtmlLabel Field for Intake Forms
This guide provides a step-by-step approach to inputting and formatting text in the HtmlLabel field within an intake form, ensuring consistent, professional...
Tue, Nov 5, 2024 at 5:28 PM
Copy Admin Group Feature
Here's a VIDEO that may help you - Copy Admin Group Feature
Thu, Dec 29, 2022 at 1:22 PM
Country Code Display
Overview Measure PM has recently modified the phone Number and added a Country Code. Here's a video that may help you --> Country Code display  ...
Wed, Jul 3, 2024 at 10:21 AM
Creating Client Intake Form
Overview This article will provide you with the steps on how to create an intake form.  Here's a video that may help you --> Client Intake Form ...
Fri, May 31, 2024 at 4:15 PM