Client Profile Management

With five total tabs, the client profile helps which help categorize information and settings making it easier to find.

Office tab: Displays general client information such as shipping address, office hours, primary contact, doctor and staff names as well as a section for you to add notes. *Note: If you're using integrated credit card processing, the link to enter payments is sent to the "Office" email

Activity tab: Shows the recent activity in cases and units, as well as a case and shipment summary for the last year (rolling 365 days). *Note: For loading time purposes we limit the case and shipment summary to one year but you can search for more outside of the client profile.

Billing tab: Change billing address, input invoice/statement emails for clients, (this is dependent on your plan) as well as set tax rates and checking pricelists. Setting invoice/statement payment terms as well as statement format is done on this tab.

Sales tab: View number of cases submitted for the previous 4 weeks as well as assign a sales lead and prospect notes. Please note sales lead and prospect notes are only available for the Enterprise plans.

Settings tab: Set default tooth numbering system, language, and default courier (including transit time). Pop-up Screen Prompts is a custom text box that will display text in a green banner at case entry, invoice edit/creation, or payment creation pages.