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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
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