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:
Client information (DOB, facility, services being utilized, case managers, primary contact number)
Status History
Additional Contacts
Availability
Accepted Hours
Notes
✨ The Overview screen is NOT an editable screen. It is a dashboard of the important information you would access on a regular basis. To edit the fields on the Overview screen, click the "view all" links at the bottom of each card, or click the corresponding tab.
Demographics
From the Demographics tab you can view and edit:
Basic information for the client
Parent/Guardian contact information
Emergency contact information
Funding Sources
From the Funding Source tab you can view and add/edit:
Funding sources (insurance, regional center, school district, private pay)
