Client files
Manage and organize client files with ClinicSense, including importing data, merging duplicates, uploading attachments, and more.
- How to import clients and other data
- How to send an email to a specific a client
- How to view and print a client file summary
- How to easily merge duplicate client files
- How to add, view, edit, and delete memos
- Managing clients who share an email address
- Uploading attachments to client files
- How to delete a client file from your practice
- How to export clients lists from your practice