Client Management
Reviews access to & information about Client records, including searches and reports
- Managing Privacy
- Client Service Participation
- Searching by Service Participation in the Client Search
- Client Service Participation Report
- Client Consent
- Client Warnings, Medical Conditions and Behaviours
- Client Warning Report
- Client Billing Contact
- Client Contact Search Report
- Uploading Documents
- Managing Client Goals and Goal Strategies
- Client Goal Strategy Search
- Journal Permissions
- What is a Client Journal?
- How to create or edit a Client Journal (case note)
- Journal Search
- Client Incidents & Client Incident Report
- Client Search
- Sending Bulk Communications - Clients and Client Contacts
- Client Conflicts