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Cases & Clients

Client Management

  • How can I see all activities for all cases
  • How do I set Payer for my Client?

Case Management

  • How can I see all activities of all my cases
  • Where can I see Completed Activities
  • How can I view Activities in Calendar view
  • How can I edit Appointments
  • How can I edit Task Detail
  • How can I create an appointment
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