Managing Clients

• How do I search for a client?
• How do I Search for a Client by Program and Creation Date?
• How to Search for Clients that Have Never Been Enrolled in a Program?
• How to Search for Clients Using the Recent Measures and/or Recent Services Filters?
• How to Export a Defined List of Clients?
• How to Add a New Client
• How to Enroll a Client in a Program?
• How to Add 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?
• How do I add 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?
• How to Download a Client File?
• How to Delete a Client File?
• How to Edit 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