Creating Accounts


  • Go to All Tabs


  • Go to Accounts Tab


  • Create a new account


  • Enter Account Name (Use the name of your practice) and Save


  • Assign the Account to a Contact



Assign to multiple Contacts


  • Go to the Contacts Tab


  • View All Contacts


  • Adjust the number of records to display if needed


  • Select all records


  • Double click the space for Account Name


  • Select the Account to be assigned


  • Apply changes to All selected records and Save


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