Help and Support

Client Directory Questions

Go to Consent Forms, click the three dots beside the search icon, and click Create New Client.

Click the trash bin icon next to the client entry you want to delete.

Go to Consent Forms, click your client’s name, and select Forward Medical Form.

Login to, go to Client Directory, and click Directory. Click the download icon in the upper right corner. It will download the default CSV form on your device for you to fill out. Once done, save it on your device.

Go back to the website and on the same page, click the upload icon on the upper right corner to upload your saved document.

Login to, and click Export Client Data on the left side panel.