video1.0<iframe src="https://www.loom.com/embed/f3fd9651293049c2b24938b680061097" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/f3fd9651293049c2b24938b680061097-69101a0c2cf1c05b.gif40.56This Loom explains how to connect practice management and import client data to enable client intelligence. It directs viewers to go to Settings, then Integrations, and connect the practice management system they use. Next, it instructs them to open Clients and use Import Clients by connecting to the appropriate platform or using a CSV template provided in the tool. Once the clients are added, they will be prompted to select assignments and specify who has access.