Step 4: Client Profile Management

Clients Profiles

Purpose:

To set up and maintain accurate client records and care plans.

Steps

1. Review Client-Facing Settings
   • Review the following article: Client Facing Settings
   • Complete the client-facing settings
     
     
2. Review Settings:

1. 1. Review the following articles:  Client Dashboard at a Glance,
      How to Add a New Client, How to Enter a Care Plan, How to Add Service Tasks, Client Notes & To Dos

   3.   Add client profile

• Enter client demographics
• Create the care plan
• Add Service tasks
• Use notes and to-do features for ongoing communication
• Update client status as needed: How to Update a Client's Status

Best Practices

• Standardize task lists for consistency across clients
• Keep care plans updated to reflect current needs
• Use notes for audit trails and communication clarity

 Next Step: Attend the Scheduling & Mobile App Webinar held every Wednesday at 1:00 est except holidays- Select Here to Join the Webinar