Course outline

    1. A welcome from our Founder, Nicholas.

    1. Navigating the Dashboard

    1. Overview of your Calendar

    1. Explore the Clients List

    2. Adding Clients

    3. Exploring the Client Details Tab

    4. Appointments Tab Overview

    5. Communications Tab Overview

    6. Files Tab Overview

    7. Progress Notes Tab Overview

    8. Cases Tab Overview

    9. Appointments Tab Overview

    10. Support Activities Overview

    11. Forms Tab Overview

    12. Invoices Tab Overview

    13. Payments Tab Overview

    14. Statements Tab Overview

    15. Letters Tab

    1. Contacts List

    2. Adding a Contact

    3. Exploring Contact Profiles

    1. Exploring the Waitlist Tab

    2. Waitlist Screener

About this course

  • 25 lessons
  • 1.5 hours of video content