Skip to content
AM

Practice connection summary

practiceConnectionSummary counts active rows in shared.practice_client_links for the practice. It returns total, ten free, and the number above ten as billable.

practiceClientLinks(status) lists linked client identity, status, currency, fiscal-year start, and timestamps. Supported relationship statuses are only active and archived; pending is not part of the current service.

The summary is a connection counter, not a cross-client close, tax, audit, or pending-action dashboard.