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Practice Help Center
Clients & CRM
Client Records

Articles in this section

Client Walkthrough
Creating a family or organization
How to Use the Date Custom Field
Get an Automatic Reminder When Its Your Clients Birthday With Practice
Sharing Notes with Clients & Accessing Notes as a Client
Edit Your Client's Timezone
Merging Clients
Using & Filtering The Client Activity Feed
Creating & Using Notes On Practice
Using & Customizing The Client Record

Sharing Notes with Clients & Accessing Notes as a Client

October 11, 2022 14:15

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