Client Management
Reviews access to & information about Client records, including searches and reports
- How to add or update Personal Contacts and link Shared Contacts in the Client Contacts tab
- How to create a Client record
- Searching by Service Participation in the Client Search
- Client Goal Strategy Search
- Client Details tab overview
- Client Status tab overview
- Client Contacts tab overview
- Retrieving a missing Client record
- How to add Immunisation records for Clients
- Journal Search
- Client Conflicts
- Client Activities tab overview
- When can a Client record be deleted?
- Client Goals tab overview
- How to Generate Bulk Client Funding Statements
- Deleting blank Client records
- Client Assessments tab overview
- Client Documents tab overview
- How to edit and delete a Client Journal
- Managing a Medication Register