Client management

Everything you need to know to manage your client's information

Diana Younan avatar Andreas Papastergiadis avatar Lachlan Cox avatar +2
32 articles in this collection
Written by Diana Younan, Andreas Papastergiadis, Lachlan Cox and 2 others
Client care

Add a client

Add a new client to your practice through the dashboard, client list or calendar
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Track NDIS Participant Plan Details

Learn how to add NDIS Plan Details to Clients file and keep track of NDIS funding
Kerrod Hughes avatar
Written by Kerrod Hughes
Updated yesterday

Add a referral to your client's file

Add and manage multiple referrers and referrals in a patients record
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Add a contact to a client file

Add a family member, employer, insurer or treater to a client file
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Upload files to your client's file

Attach files such as consent forms, images or other documents to a client's file
Lewis McCormack avatar
Written by Lewis McCormack
Updated over a week ago

Lock or unlock files

How to lock files so they can't be edited, moved or deleted by anyone other than a supervisor
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Make an appointment from a client file

Make an appointment for a client two different ways from a client file
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Set an appointment limit

Set a limit to the number of appointments that a client has
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Print and email past or upcoming appointments

Print or email past and/or upcoming appointments for your client
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Create an appointment alert

Set a note or reminder next time you book an appointment for a client
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Create a client file reminder

Create, Edit, Delete or Dismiss a client reminder
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Updating a client's case status

Mark a client's file as closed, deceased or deleted
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Close a client file

Set a client's file case status as closed or deceased
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Re-open a client file

Changing the case status of a closed, deceased or deleted client file
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago