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Patients & Clients

Managing patient records and client data

Adding a New Client and Patient

Learn how to add a new client (owner) and patient to the system.

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Patient Health Record

View all patient information — profile, owner, upcoming appointments, files, and treatments.

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Adding a Health Record (Treatment)

Learn how to create a new health record and treatment in the patient's health card.

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Sharing Clients and Patients Between Business Locations

Share a client and their patients with another business location.

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