Client Management
- Active and Archived Clients
- Getting Started: Client groups
- Patient Legal and Preferred Names
- Merge clients
- Getting Started: Client Groups
- Client Tags
- Change a Client's Group
- Delete a Client Account
- Link Client Accounts to Indicate Relationship
- Add a Contact to a Client's Account to Receive Notifications
- Tags Manager Page
- Client Healthie User ID
- Change a Client's Email Address
- Difference Between Linking Accounts & Adding Contacts
- Client's Email Address Already In Use
- Client Restrictions: Control and Audit Client Access [Coming Soon]