Client Onboarding
Track onboarding progress through 10 steps
In Onboarding
0
Completed
0
Avg Completion
0%
MD Clients
Track physician client visits and encounters
Private
Wellness
PRN
Total Clients
0
Encounters This Month
0
Avg Days Since Visit
—
All Private Clients
| Client Name | Last Encounter | Next Visit | Provider | Billing Type | Days Since | Notes | Actions |
|---|
Total Clients
0
Encounters This Month
0
Avg Days Since Visit
—
All Wellness Clients
| Client Name | Last Encounter | Next Visit | Provider | Billing Type | Days Since | Notes | Actions |
|---|
Total Clients
0
Encounters This Month
0
Avg Days Since Visit
—
All PRN Clients
| Client Name | Last Encounter | Next Visit | Provider | Billing Type | Days Since | Notes | Actions |
|---|
NP Clients
Track nurse practitioner client visits and encounters
Asher
Mayer
Total Clients
0
Encounters This Month
0
Avg Days Since Visit
—
All Asher Clients
| Client Name | Last Encounter | Next Visit | Billing Type | Days Since | Notes | Actions |
|---|
Total Clients
0
Encounters This Month
0
Avg Days Since Visit
—
All Mayer Clients
| Client Name | Last Encounter | Next Visit | Billing Type | Days Since | Notes | Actions |
|---|
Settings
Configure onboarding steps and preferences
Onboarding Step Names
Customize the names for each onboarding step