Articles starting with the letter M

Make automatically repeating appointments

Quickly add repeating appointments and save time.

Manage all invoice information for an appointment and create an invoice

The invoice details page lets you manage ICD-10 codes, pricing, discounts, line item descriptions, product sales and payment tracking - as well as creating an invoice

Manually share a link to a form with a specific client

Each client has a unique form link, which links their form submission to their profile. You must share the correct link for a form to be correctly linked to a client's profile.

Note: The links shared in your notifications will automatically have the correct URL

Marking an appointment and invoice as paid

Mark an invoice as paid

Merging two clients - safely removing a duplicated client

Merge two clients together, porting all their appointments, invoices, notes and medical aid information

My notifications/emails/smses/invoices are not sending/delivering/my client has not received them

There are a number of things (many out of our control) that can cause your clients not to receive their notifications. We will show you how you can discover failed or undelivered notifications/messages, and work out what the reason for this might be.