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  3. Client files

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
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