Clients

Articles Related to Clients and Client Management

• Client Dashboard at a Glance
• How to view the Calendar and Authorizations
• How to Adjust the Location Pin For the Client's Service Address 
• How to Enter a Client Authorization (Video)
• How to enter a client profile with profile overview (video)
• How to Add a New Client
• Client Notes & To Dos
• How to Add Service Tasks
• How to Edit Activity Notes (Tasks) as an Admin
• How to Use Care Circle
• To Dos
• Update Client Status
• How To Add Authorizations to a Client Profile
• How to Update an Authorization
• How to Use the Client Care Plan