Clients
Using the record system
How to use the Registration Portal
How to set up the registration portal
Making a Notes & Files record
How to log and create records
How to add a Client
Adding clients
Your Clients in the MERIDIQ solution
How to add clients manually and access all the information
How to Merge duplicates
Merge duplicate clients
Update the Client’s information
Update client information
Export a Client’s record
Exporting client records
Do you want to send information to a Client?
Send information to clients
How do you upload images of the Client?
Upload image of client
How can you create Before/After images?
Create before/after images
Approve the client's Personal Consent
Consents and approvals
How do you add a client Procedure record?
Create a record of a procedure
How does the client sign a Letter of Consent?
Signing Letters of Consent
How do you add a quick note about the client?
Add notes
How do you view/edit a client's Booking Records?
View and edit booking records
How do you view/edit a client's Booking Records?
View and editing booking records
How do you add a Questionnaire to a client?
Manually add a Questionnaire to a client
How do you copy a Procedure record?
Copying an existing Procedure Record
How do you verify a Client?
Verify your Cleints
How do you add Next of Kin?
Adding Next of Kin to a Client
How to select what fields to show in the Clients list view?
Show Fields
How to send Questionnaires, Letters of Consent, or Files manually to the client's e-mail?
Send Questionnaire and LoC manually