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Manage practice clients, search records, list jobs and add notes
Read a practice-created client list with its configured filters and columns.
1 field
Get the documented subset of one client's data.
Create a client using your practice's configured fields.
Update submitted fields; state/service changes may launch Senta jobs.
2 fields
Delete the selected client.
Search clients by keywords.
List jobs, optionally filtered by client, template and status.
3 fields
List jobs belonging to one client, optionally filtered by status.
List jobs using one job template, optionally filtered by status.
Add a note attached to a client.
4 fields
Add a note attached to a client and a job.
5 fields