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Practice Help Center
Clients & CRM
Client Records

Articles in this section

Client Lifecycle Status
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
Creating & Using Notes On Practice
Using & Customizing The Client Record

Creating & Using Notes On Practice

April 06, 2022 18:54

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Sharing Notes with Clients & Accessing Notes as a Client
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