Guide
- Go to Reports, then Wellness Check-ins
- Clients on the list haven't responded to Wellness Check-ins
- Optionally, click Remove to indicate you've separately sent them a check-in
- Optionally, click Download CSV or Download PDF to export the data
Notes
- Clients who don't have email addresses in their files may also appear on the report
- Wellness Check-Ins aid in client health and wellbeing, while also increasing client retention and reducing scheduling gaps
Video
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- How to use and read Revenue reports in ClinicSense
- How to use and read Sales Tax reports in ClinicSense
- How to use and read Summary reports in ClinicSense