Charting
- Add a Charting User
- Add My Professional Title
- Export Client Files
- How to Create a Charting Template
- How to Create a Lexicon
- How to Create an Intake Form
- How to Use Lexicons
- Import Files to a Client Chart
- Manually Send an Intake Form
- Share Client Files
- Transfer Ownership of Their Charts to an Employee
- View or Add Notes to a Client's File