Clients
Create, edit, share, and archive your clients
7 articles
- Share and Transfer Clients Between PractitionersLearn how to share clients and transfer treatment responsibility with colleagues on Konfidens.
- Collecting Client Consent Automatically Through Online BookingShows how to set consent types as Off, Optional, or Required under Clinic > Client Information so Konfidens automatically records client consent, name, and timestamp during online booking.
- Archiving or deleting a clientArchive clients who no longer have an active treatment to get a cleaner client list.
- Combine two clientsIf you end up with a duplicate client, use the merge tool to combine them.
- Create contactsAssign multiple contacts to a client
- Add files to a clientYou can add files and documents to the client file tab, or add images directly in journal notes
- ConsentCreate and manage client consents.