Client Management
- Callback Workflow Enhancements
- How can a client overpay and leave the remainder as a credit?
- How can I add a stored card to a client's account?
- How can I move a credit from one client to another?
- How can I send a mass client communication via postcard?
- How can I zero out balances that were carried over from my previous software?
- How do I add a client communication entry?
- How do I add a new client?
- How do I add Carried over Balances?
- How do I add or remove a client alert?
- How do I bill multiple owners?
- How do I change the ownership of a patient?
- How do I configure Client Classifications?
- How do I disable all patient reminders for a client?
- How do I fix a duplicate payment that was not processed?
- How do I give a client a credit on their account?
- How do I give a client a discount based on status?
- How do I handle a returned check?
- How do I implement tax exemption?
- How do I inactivate a client?
- How do I make client or patient fields required or mandatory?
- How do I merge client records?
- How do I print an invoice for a client?
- How do I process a client refund?
- How do I process a payment and skip card processing?
- How do I remove items from a paid or partially paid on invoice?
- How do I see who created an invoice or treatment item?
- How do I send a mass email to clients?
- How do I set up client files for Rescue organizations and shelters?
- How do I set up the Gravity integration and add a terminal?