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Platform users guide
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Clients
Adding, editing, and deleting a client
Adding a client. To add a client: Click Main Menu ( ). Click the Clients link. Click the Add client button. When the New client dialog opens, enter the client name, phone, email, and address. Click C…
Client-patient view
The Client-patient view lets you view all the patients associated with a specific client. To view the Client-patient view for a specific client: Click Main Menu ( ). Click the Clients link. Click a c…
