Managing Clients
- How to Add a New Client Relationship
- How To Search for a Client
- Exporting a List of Clients
- Adding a New Client
- Enrolling a Client in a Program
- Adding a Service Activity to a Client
- How to Assign Service Activities to Members of a Client Group
- How to do I record a Measure for a client
- How Do I View a Client's History
- Adding a New Client Using an External Form
- How To Review New Clients That Were Created in an External Form
- How to Upload Files to a Client Record?
- How to Rename a Client File
- Downloading a Client File
- Deleting a Client File
- Editing a Client Service Activity
- How to Edit a Client Measure
- How to Edit a Client Record
- How to Edit a Client Program Enrollment/Unenrollment Date
- How to Delete a Client Program Enrollment
- How to Add a Family Member to a Client
- How to Use the Client Change Log
- How to Track a Client Measure
- How to View a Comprehensive Client History
- How to Track a Client-Based Measure Using an External Form?
- How to Copy the Create Client External Form Link to Share with Staff and/or Clients
- Reviewing Client Measure Form Invalid Submissions
- Tracking Multiple Client Measures with a Multi-Measure Form
- Enrolling Clients in a Program In Bulk
- Unenrolling Clients From a Program In Bulk