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Getting Started with Client Records

Client records are the central hub for all information about your clients in WithinEHR. Having a complete, organized client list is crucial for personalized communication, tracking service history, managing payment records, and complying with data privacy regulations. This client profile is the single source of truth for all interactions.

Add new clients​

Learn how to add new clients to your system and populate their initial information.

View the different sections under client records​

Client records are organized into several sections:

Overview​

The overview section provides a summary of the client's information, recent activity, and upcoming appointments.

Personal information​

Store and manage basic client information including contact details, demographics, and personal notes.

Relationships​

Track relationships between clients, such as family members or guardians.

Documentation​

Access all documents, forms, and notes associated with the client.

Inbox​

View and manage all communications with the client.

Billing​

Access billing information, invoices, and payment history for the client.

Insurance​

Store and manage insurance information for the client.

Importing new clients​

Learn how to import multiple clients at once using CSV files or other import methods.

Set up your services​

You can add one or more services

  • Select Start Add services

  • Choose Service - Duration - Date

  • Click Save services