You can create Client Groups to help categorise clients into custom groups of your creation.
💡 You can use Client Groups as a filter on your reporting
💡 Client Groups are predominantly used to identify a client's payment type: ie, Medicare, NDIS, Private, etc OR, the main issue the client is presenting with
💡 Only one client group can be assigned per client
Creating a client group
1. Go to a client file
2. Navigate to Details/Referrer
3. Click on Edit next to Client Group
4. Select Add Group
Deleting a client group
1. Go to a client file
2. Navigate to Details/Referrer
3. Click Delete
💡You can only proceed with deleting a client group, once all clients are no longer linked to the client group
💡It's not possible to edit/modify client group names and details, they can only be added or deleted
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!