Client Management
Reviews access to & information about Client records, including searches and reports
- Client Documents tab overview
- Uploading Documents
- Client Assessments tab overview
- What is a Client Journal?
- Client Journal tab overview
- Client Journal Permissions
- How to create a Client Journal (case note)
- Journal Search
- Client Incidents & Client Incident Report
- Client Funding tab overview
- Client FPM tab overview
- Client Workforce tab overview
- Client Employment tab overview
- Incomplete Client Records and Search Report
- Client Search
- Sending Bulk Communications - Clients and Clients' Personal Contacts
- Client Conflicts
- Deactivating a Client Record
- When can a Client record be deleted?
- Deleting blank Client records