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Client Files and Information
Client Files and Information

Manage your client’s personal and clinical information

Lachlan Cox avatarIda avatarSadnam Hossain avatar
By Lachlan and 6 others7 authors38 articles

Client file basics


Add a client
Uploading emails to your client files
CRN Number
Add profile images to your client files
Client details
Updating a client's case status
Transferring clients between sites
Re-open a client file
Upload files to your client's file
Lock or unlock files
Add a contact to a client file
Merge client records
Client groups
COVID-19 Vaccination Status

Clinical file


Case notes
Download/Extract Case notes
Case note templates
Saving draft notes
Apply a custom data entry to a client file
Fill out a questionnaire
Record medications
Document injuries and annotate charts
Create a questionnaire template
Create a custom data template

Manage referrals


Add a referral to your client's file
Referrers and Clinics
Linking Referrers and Clinics
Set an appointment limit
Unlink Referrers and Clinics

Snapforms


Getting started with Snapforms
Linking a Snapform to coreplus
Redirect your snapform to the Client Portal

Theratrak


Getting started with Theratrak

Patient Plus


Getting started with PatientPlus

Rehab Guru


Getting started with Rehab Guru

Physitrack


Getting started with Physitrack

SimpleSet


Getting started with SimpleSet

FAQs


FAQs about Client File and Information
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