How to use Shortcuts / Shortcuts

Online Client Information Card / Custom Forms – Basics

Noe Valladolid Oct / 06 / 2020

With online client information, your staff can have the freedom to add clients, review visit notes, and fill out forms from any mobile device. If you are still doing it old school – pen & paper – than it is time to upgrade! This online class will cover all the basics of custom forms, staff member permission and more!

Online Client Information & Custom Forms – Basics

  • How to give access to online CIC
  • How to configure Custom Forms
  • How to use Custom Forms