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
How to Create a Client Profile Through the Clients ModuleIn the left sidebar, click the people icon to open the Clients module.Click the "Create Client" button at the top left of t ...
How to create tags/identifiers for a client
How to Create a Tag In the left sidebar, click the people icon to open the Clients module.Click the settings icon located in the toolbar above the client list.Select "Tags" from th ...
How to Add a Billing Contact or Third-Party Invoicing
Steps to Add a Billing ContactIn the left sidebar, click the people icon to open the Clients module.Click on the client's name to open their timeline.Click the pencil icon in the t ...
How to Merge Client Profiles
Steps to Merge ClientsIn the left sidebar, click the people icon to open the Clients module.Click the settings icon located in the toolbar above the client list.Select "Merge clien ...
How to Book an Appointment Through the Timeline
Steps to Book an Appointment from the TimelineIn the left sidebar, click the people icon to open the Clients module.Click on the client's name to open their timeline.Click on the " ...
How to Add a Document to the Client Timeline
Steps to Upload a DocumentIn the left sidebar, click the people icon to open the Clients module.Click on the client's name to open their timeline.Click on the "Documents" tab.Click ...
How Communication Tracking Works
OverviewThe Communication section tracks interactions between the platform and the client.This includes: • Emails • Appointment reminders • Confirmation requests • Cancellation not ...