1️⃣ Using the Clients Module for Scheduling

The Clients Module is where all active client profiles live. Once a prospect has completed the intake process and is confirmed to move forward, they are converted into a client — and in Boost, you can only schedule appointments for confirmed clients.

As a Scheduler, the Clients Module is a key resource. You can access guardian contact information, view or update client availability, and check funding source details. Having this information at your fingertips is helpful when managing the schedule — for example, if you need to contact a guardian, verify client information, or confirm appointment details.

By using the Clients Module alongside the Schedule Module, you can ensure appointments are scheduled accurately, efficiently, and in alignment with each client’s needs.

⚡️ ACTION: Let's get started, access the Clients Module by clicking it from the left hand menu.

2️⃣ View & Manage Client Details

Below are some common actions you may need to take while managing your prospects.

Expand Client Profile

To view all details associated with a Client, search for the client you are looking for and click their name. 

Enter Client Details

Navigate between the tabs to explore different sections of information.

⚡️ Action: Click each tab in Boost to see the types of information in each section.

Common details you may update:

• Demographics Tab

  • Contains basic Client information - phone number, address, email.

• Dx & Services Tab

  • Contains Diagnosis and Services associated with the diagnosis.

• Funding Source Tab

  • Add Insurance, Private Pay, Regional Center, or School Funding Source.
  • NOTE: A Funding Source is required in order to add an authorization and schedule for a client.

• Availability

  • Shows the Client's availability to help match with providers during scheduling.

Next Lesson: 5️⃣ Scheduling Wrap Up >>