Maggie Shipley

This reference maps fields from the Clients & Contacts edit dialogs to the external data warehouse. Use it when building reports or validating an integration.Tables covered: client, client_group, c...

This article applies to firms on Aiwyn Practice. Firms on Aiwyn Payments see the Clients tab, but their client records come from the practice management system and cannot be created or edited in Ai...

This article applies to Aiwyn Practice.Create a Client Group and keep its name, membership and primary client up to date, so you can use the group as a filter across the Clients, Invoices, AR, Coll...

The conditions available when you filter a column in the clients list, and what each one matches.Filtering the Client tableFilters are available on the following columns in the Client table:Client ...

This article applies to Aiwyn Practice, where your firm maintains client and contact records in Aiwyn. If your firm syncs clients and contacts from a practice management system, maintain contacts i...

Client Groups can come from one of two sources: your connected practice management system or Aiwyn Practice. The source determines where the group and its membership should be maintained.Client Gro...

Get your client contact data into a state Aiwyn can use, before your data loads.StepsGive every contact one unique email address, in its own email field.Never put two email addresses in a single em...

Aiwyn maps client ID, address, staff assignment, status, and contact data from your practice management system. The exact source field depends on the system and on the mapping agreed to during impl...

Decide whether clients you mark inactive in your practice management system should be excluded from Aiwyn, and therefore lose Client Portal access. This decision should be made during initial syste...

When you remove a contact from a client in your practice management system, Aiwyn does the following.EffectDetailContact-to-client linkInactivated.Invoice emailsThe contact stops receiving that cli...