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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
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