Tutorial Videos

Creating client profile & editing client information

Creating & logging time in tasks

Create & Edit Contacts

Uploading, editing, and deleting files

Create notes

Adding insurance information

Adding medications, conditions, allergies, and vaccines

Archiving & deleting clients

Care Manager Dashboard

Creating & deleting client statuses

Searching & Filtering Clients in Dashboard

Setting billing rates

Connecting to Quickbooks & generating invoices

Create new assessment

Completing assessments & viewing results