Most of the work of adding information to a client's profile will be done during intake in the Prospect Module.
There are times where information will need to be added or edited after they become a Client.
👉 Jump To [Client Details] [Helpful Tips]
Client Details
Your organization's workflows will prompt you to fill in this information as you complete the Prospect's profile.
- Search for the Client Profile you just created.
- Click the Client's name.
- Click the appropriate tab and enter details.
| Overview |
From the Overview tab you can see:
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| Demographics |
From the Demographics tab you can view and edit:
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| Funding Sources |
From the Funding Source tab you can view and add/edit:
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| Availability |
From the Availability tab you can view/edit/add:
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| Clinical |
From the Clinical tab you can view/edit:
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| Case Managers |
From the Case Managers tab you can add/edit/remove:
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| Documents |
From the Documents tab you can upload:
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Helpful Tips
| Next Steps | Additional Resources |
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