Client Management
Learning more about client engagement and activities
- How does my client experience onboarding?
- Can I update my client's email address?
- How to reactivate a client profile
- Client Profile Overview
- Setting up automatic invoicing rules
- How to update Profile Information in a client profile
- How to create a case note template and write a case note
- How to find key client documents and information
- Sending information to clients
- How to assign a practitioner to a client profile
- Updating client Key Contacts and Referrer details
- How to create a digital micro-journal template
- How to view and create client invoices
- How to customise and search my client list view
- How to use facilitated onboarding
- How to search for a client
- Case Note Permissions
- Psychometric Scores over time
- Referral Management
- Episode of Care