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  1. Practice Help Center
  2. Clients & CRM
  3. Client Records

Client Records

  • 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
Practice Help Center