Explaining the Navigation Tab

Explaining the Navigation Tab

What happens when you go into the Navigation Tab? What can you do in this tab that you can not do in the clients tab? Find out in this video.

​​

    • Related Articles

    • Explaining the Client Portal

      What is the purpose of the client portal? What exactly are you able to do in the client portal? This video explains all of this for clinicians and for clients who want to learn more.

    • Explaining the Hamburger Menu

      In this video we explain every function that is in the hamburger menu. Watch this video for a detailed explanation of the hamburger menu. ​

    • Uploading Documents to a Client's Record

      Uploading Documents to a Client's Record Step 1 Click on the "hamburger" to open the sidebar navigation menu and click "Clients" to access your list of clients.       Manage Clients View Step 2 Click on the Files tab and then click the "Upload ...

    • Uploading Documents to a Client's Record

      Uploading Documents to a Client's Record Step 1 Click on the "hamburger" to open the sidebar navigation menu an​d click "Clients" to access your list of clients. Manage Clients View Step 2 Click on the Files tab and then click the "Upload Documents" ...

    • Adding & Deleting Client Notes

      Adding Client Notes Step 1 Click on the "hamburger" to open the sidebar navigation menu and click "Clients" to access your list of clients. Step 2 Click once on the client you would like to make a note for to open up the client details section (the ...