Client Profile Overview

Hey there! In this video, I'll give you a quick overview of our client profile feature. I'll show you how to access your active client list, manage client information, assign clients to groups, view tags and consent forms, create quick notes, update data fields, write case notes, attach files, view responses and assessments, check insights, access reports, view appointment history, manage invoices, and update referral and contact information. It's a comprehensive guide to help you navigate and make the most of our client profile feature. So grab a cup of coffee and let's dive in! No action required, just sit back and absorb the information. Enjoy!