How to find key client documents and information

In this video, I will guide you on how to locate important information in the client profile. I will show you how to access consent forms, view attachments, check survey responses, and access assessments. Additionally, I will demonstrate how to review digital journals, access published reports, and manage appointments and referrals. By the end of this video, you will have a clear understanding of how to navigate the client profile and find the information you need.


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