Client Management
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Cleaning Up Client Data
1. Click "Programs Management" on the left-side menu 2. Click "Client Mgmnt" on the sub-menu 3. Click "Data Cleanup" 4. Select "Duplicates" 5. Click...
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Saving Documents to Client Records
1. On the left-side menu click "Program Management" 2. Click "Client Mgmnt" on the sub-menu 3. Scroll down, find the client and click on its name to...
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Adding Case Notes to a Client Record
1. On the left-sside menu, click "Program Management" 2. Click "Client Mgmnt" on the sub-menu 3. Scroll down to find the client profile 4. Click "Case...
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Creating Individual Client Goals
1. On the left-side menu, click "Program Management" 2. Click "Client Mgmnt" on the sub-menu 3. Find the client and click on its name 4. Click "Goals"...
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Checking if Consent Forms are Completed
1. On the left-side menu, click "Program Management" 2. Click "Client Mgmnt" in the submenu 3. Find the client you with to review and click on their...
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Building an Intake Process
Building an Intake Process
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Bulk Client Upload
1. On the left-side menu, click on "Program Management" 2. Click "Client Mgmnt" on the sub-menu 3. Click "Bulk Upload Clients" 4. Click "Download...
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Creating Custom Fields from Scratch (Client Management)
1. On the left-side menu, click "Program Management" 2. Click "Client Mgmnt" on the left-side menu 3. Click "Custom Fields" on the tp sub-menu 4....
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Adding Clients Manually
Adding Clients Manually 1. Click "Program" on the left-side menu 2. Click "Client Mgmnt" on the sub-menu 3. Click "+ New Client" 4. Click "Enter first...
