Clients Overview

Track and monitor the clients in your practice from the Client Management tab. Click on the Clients page and then double-click a client record to access all of a client's accounts, plans, alerts, etc.

See Also

Creating a Client

Editing a Client

Renaming a Client

Deleting a Client

Activating a Client

Deactivating a Client

Converting a Client to a Prospect

Creating a New Client from a Member

Adding Client Members

Moving a Member to an Existing Client

Merging Clients