Client Management

Learn how to add, update, search and organise client records in Smilenotes.

• Article Add a new client
• Article Search for clients
• Article Edit client details
• Article Merge client records
• Article Archive or delete a client

Orgainse clinical information.

• Article Record medical history
• Article Add a memo to a client record
• Article Upload files to a client record
• Article View appointment history

Learn how to download, print and export client data from Smilenotes.

• Article Download or print clinical notes
• Article Export your data