FAQ and Quick Tips

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
Creating non billable appointments for a client
Here's a VIDEO that may help you - Creating non-billable appointments for a client or you can also use the following instructions to solve the issue.  
Thu, Jun 10, 2021 at 3:05 PM
Custom Client List View
Here's a VIDEO that may help you - Custom Client List View
Thu, May 22, 2025 at 12:36 PM
Custom Client Status / Client Marker
Here's a VIDEO that may help you - Custom Client Status / Client Marker - Active/Inactive - These are two distinct features now
Tue, Jan 11, 2022 at 8:45 AM
Custom Client Status and Client Marker
Here's a VIDEO that may help you - Custom Client Status and Client Marker
Fri, Dec 17, 2021 at 7:26 AM