Practice Management Software – Tutorials

Adding to Text Templates

Adding a Zoom link to the reminder email / text message

Business Places – LOGO and invoice number

Tab Details

Waiting List

Financial Assistance Program

iPad Version

Deleting a Client, Progress Note or Report

Agenda – Recurrence of appointments

Searching for a Client

Financial Reports

Reports

Preferences

Progress Note

Client List

Personalized Form Editing

Expense Management

Minimalist Agenda

Reminder Email – SMTP Server

File Number

Secured PDF

Expense Management – Taxes

Email and Text Reminder

Client List Details

Creating a New Client

Exporting data

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