When contacting us via email, chat or speak to us over the phone you may be asked to provide a client record number (CRN), so that we can assist you and troubleshoot any problems. This is so we can keep your client's details confidential whilst using third party software programs for email and chat.

You can find a client's CRN by navigating to the Details/Referrers section of their file and looking for the field labelled 'CRN' or by simply following the steps below:

1. Open a Client File

2. Navigate to Details/Referrers

3. You can see the CRN at the top, under Client Details


See similar articles regarding your client files:

📝Add a referral to your client's file

📝Client details

📝Updating a client's case status

📝Transferring clients between sites

📝Close a client file

Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!

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