Client Management
Reviews access to & information about Client records, including searches and reports
- What is a Client record and who can access it?
- How to create a Client record
- Managing Privacy
- Client Details tab overview
- Client Consent
- Client Service Participation
- Searching by Service Participation in the Client Search
- Client Service Participation Report
- Client Status tab overview
- Client Warnings, Medical Conditions and Behaviours
- Client Warning Report
- How to add Immunisation records for Clients
- Client Contacts tab overview
- How to add or update Personal Contacts and link Shared Contacts in the Client Contacts tab
- How to update the Client Billing Contact for Clients who need to be Invoiced
- Personal Contact Search Report
- Client Activities tab overview
- Client Goals tab overview
- Client Goal Strategy Search
- Managing Client Goals and Goal Strategies