Client Overview
Clients are the foundation of most FICE workflows. Scheduling, clinical documentation, consents, and billing all reference a client record.
What you can do
- Create a new client
- View and update the client profile
- Add insurance information
- Manage client portal access (when enabled)
Articles in this section
| Article | Type | Description |
|---|---|---|
| Create a Client | Procedure | Add a new client record |
| Client Profile | Concept / Procedure | Understand and edit profile fields |
| Insurance | Procedure | Add coverage details |
| Client Portal | Concept | Portal access overview |
TIP
Use fictional examples only in training. Example name used in this Help Center: Jordan Lee.