WayCool Software, Inc.

Can I hide or delete the standard Visit Reasons?

How do I lock an ultrasound report so it can't be changed?

How do I find Earn While You Learn clients who are abortion-minded or undecided?

Search for a client by date of birth in the Quick Find

How do I run a list of active clients?

How can I manage multiple active Cases?

How can I retrieve or restore a deleted intake form in WayCool Software?

Does CoolFocus capture insurance or Medicaid information for Clients?

Jessica Mitchell

Clients

How do I renumber a Case in a Client's record?

Data Entry - Clients - Cases

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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