Client Management
- Managing Privacy
- Client Service Participation
- Client Warnings, Medical Conditions and Behaviours
- Client Billing Contact
- Client Consent
- Uploading Documents
- Managing Client Goals and Goal Strategies
- Journal Permissions
- Client Journals & Journal Search
- Client Conflicts
- Client Incidents
- Searching by Service Participation in the Client Search
- Client Service Participation Report
- Incomplete Client Records and Search Report
- Client Contact Search Report
- Sending Bulk Communications - Clients and Client Contacts
- Client Warnings Report
- Deactivating a Client Record
- Deleting blank Client records