Keep track of all client contact details, history and associated consultations, documents, phone calls and emails.
In this section
Minimising Client Duplication - Good Searching Practices
View Appointments when searching for a Client
Add a Phone Call/Other Message
Upload or Scan a Document to a Client Record
Why Can't I See My Newly Added Document or Referrer?
Use Snippets in Consultation Notes and Letters
Insert a Timestamp in a Consultation Note
Managing, Customising and Printing
Creating a Relationship Between Two People in a Genogram
AU 