The Client Module houses all client information. From here, you can quickly access, edit, and search client profiles. Details like address, email, funding source, diagnosis, and more are all stored in this module.
Before appearing in the Clients Module, individuals first enter Boost as Prospects in the Prospects Module. The Intake team processes each Prospect through your organization’s workflows, collecting the necessary information. Once qualified and ready for Services, the Prospect is converted into a Client, at which point their full profile becomes available here.
👉 Jump To [Clients Module Overview] [Next Steps] [Client Module FAQs]
Clients Module Overview
Navigate to the Clients Module in the left side menu of the home screen.
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Menu Bar
- The Menu Bar contains (from left to right):
- Search by Client Name
- Sort by Status (Active, On Hold, Discharged, All)
- Sort by Facility
- Sort by Service Category
- Sort by Case Manager
- Add New Client
- The Menu Bar contains (from left to right):
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Table of Clients
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Clients will be listed here.
✨ Workflows can be accessed by scrolling to the far right of the screen in Table View.
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Next Steps to Take
Now that you've got the basics, let's jump into some typical tasks that you might need to perform for different Clients.
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Add a Client to Boost
- Remember, Clients typically enter the system as Prospects. To avoid having duplicate profiles made, only add Clients here if they are already in Progress with your old system. Otherwise reach out to your Intake Team so they can start the Client out as a Prospect!
- Add or Manage Client Information
- Start a Workflow for a Client
- Inactivate a Client
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Client Module FAQs
Help! I can't access or edit Client Information!
- Your permissions may not allow you to see the module or, if you are able to see it, your permissions may be limited to "Read" only. If you believe this is in error, reach out to your Supervisor or your Boost Champion and they will be able to help you get proper access.
What is the Customer Client Code on the Demographics tab?
- This is a free text field that your organization can use to track connections between different systems. This could be the Client Code for Hi Rasmus or Motivity, or some other internal system. Reach out to your Boost Champion to see how your organization specifically uses this field.
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