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| Name | EHR + Telehealth Platform - Organizing Client Groups | Healthie |
| Video Uploader | Video From Healthie |
| Upload Date | This Video Uploaded At 06-06-2020 16:10:33 |
| Video Discription | Healthie's EHR & telehealth platform enables you to sort and tag clients into Client Groups to keep your client lists organized and seamlessly tailor a Client's experience working with you on the platform. Some businesses use Client Groups for their private practice to sort clients by Specialty, by Company (E.g., in Corporate Wellness), Pediatrics vs Adult, or as a CRM tool based on a client's status in working with you. In this feature, you will learn how to: - Create a new client group - Add client's to a group - Change a client's group - Build automations and sync groups to other Healthie features - Delete a group [nyKbxuiJNJw] |
| Category | Howto & Style |
| Tags | how to organize my client list | creating client groups in my practice | organizing a private practice client list | client groups for private practice | create client groups with a telehealth platform | telehealth platform for organizing clients | client organization through telehealth software | how to create a new client group | how to sort medical clients into organizational groups | sorting my clients into groups | creating custom groups for my client list |
