Client Case Files Module
The Client Case Files module allows practices to securely organize, manage, and store client-related documentation and files inside CompanyOn.
- Overview
- Client Case Files Module
How to create a client case file in CompanyOn
OverviewThe Client Profile is the central location where clinics and practitioners manage:• Client demographics• Appointments• Documentation• Billing• Communications• Consent forms ...
How to create tags/identifiers for a client
How to Create Tags Through the Tags Admin ModuleOpen the Clients moduleClick the Settings Icon in the main Clients viewNavigate to the Tags Admin ModuleClick Create TagEnter the ta ...
How to Add a Billing Contact or Third-Party Invoicing
OverviewThird-party billing contacts can be attached directly to a client profile.This workflow is commonly used for: • Facility billing • Insurance billing • Employer billing • Fa ...
How to Merge Client Profiles
OverviewThe Merge Clients feature allows clinics to combine duplicate client profiles into one centralized profile.This workflow is useful when: • Duplicate client profiles were cr ...
How the Client Timeline Works
OverviewThe Client Timeline acts as the centralized activity history for each client.The timeline tracks: • Appointments • Documentation entries • Communications • Uploaded documen ...
How to Book an Appointment Through the Timeline
Steps to Book an Appointment from the TimelineOpen the client profileNavigate to the TimelineSelect the Appointments TabClick on the calendar iconConfirm the appointment detailsSav ...
How Communication Tracking Works
OverviewThe Communication section tracks interactions between the platform and the client.This includes: • Emails • Appointment reminders • Confirmation requests • Cancellation not ...
How to Add a Document to the Client Timeline
Steps to Upload a DocumentOpen the client profileNavigate to the TimelineSelect Upload DocumentChoose the fileSave the documentCommon Document Types• Referral forms • Intake forms ...