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Clients & Contacts
Clients & Contacts
Manage client records, upload files, send intake forms, write progress notes and more.
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By Splose1 author12 articles

Clients


Set up associated contacts
Add a new client
Archive a client
Permanently delete a client
How to merge clients

Contacts


Add a contact
Archive a contact

Upload and store files securely


Upload files for a client
View and print files for a client
Rename a file
Delete client files
Restore recently deleted client files
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