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Client management
Client management
Everything you need to know to manage your client's information
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34 articles in this collection
Written by
Diana Younan,
Andreas Papastergiadis,
Lachlan Cox
and 1 other
Client care
Add a client
Add a new client to your practice through the dashboard, client list or calendar
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
Written by
Kerrod Hughes
Updated over a week ago
Add a referral to your client's file
Add and manage multiple referrers and referrals in a patients record
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
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
Written by
Lachlan Cox
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
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
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
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
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
Written by
Diana Younan
Updated over a week ago
Create a client file reminder
Create, Edit, Delete or Dismiss a client reminder
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
Written by
Diana Younan
Updated over a week ago
Close a client file
Set a client's file case status as closed or deceased
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
Written by
Lachlan Cox
Updated over a week ago
Clinical
Case notes
Write and save clinical notes for a client's session.
Written by
Andreas Papastergiadis
Updated over a week ago
Case note templates
Create, edit and delete templates for use when entering case notes.
Written by
Andreas Papastergiadis
Updated over a week ago
Saving draft notes
Where to find a saved draft note, and convert it into a finalised case note.
Written by
Andreas Papastergiadis
Updated over a week ago
Generate a letter
Write a letter or report to send back to a referrer or other contact
Written by
Lachlan Cox
Updated over a week ago
Apply a custom data entry to a client file
Add or edit extra information for a client which isn't captured by the details section
Written by
Andreas Papastergiadis
Updated over a week ago
Fill out a questionnaire
Fill out a questionnaire for a client's file
Written by
Andreas Papastergiadis
Updated over a week ago
Record medications
Add, edit or delete a medication record for a client
Written by
Andreas Papastergiadis
Updated over a week ago
Document injuries and annotate charts
Add, edit or delete an injury/illness report or an annotated body chart to a client's file.
Written by
Andreas Papastergiadis
Updated over a week ago
Invoicing and payments
Create an invoice
Raise an invoice from a calendar appointment or directly from a client's file.
Written by
Andreas Papastergiadis
Updated over a week ago
Apply a payment to an invoice
Apply and edit a payment to an individual invoice
Written by
Andreas Papastergiadis
Updated over a week ago
Unlock an invoice
Edit a locked invoice or multiple locked invoices all for the same client
Written by
Andreas Papastergiadis
Updated over a week ago
Create an NDIS Invoice
Raise an NDIS invoice from a calendar appointment or directly from a client's file
Written by
Kerrod Hughes
Updated over a week ago
Other things to do with an invoice
Edit, preview, print, PDF email or delete an invoice
Written by
Andreas Papastergiadis
Updated over a week ago
Batch invoice payment for a client
Apply a batch payment to a client's outstanding invoices
Written by
Andreas Papastergiadis
Updated over a week ago
Combine and print multiple client invoices
Combine a client's invoices into one or print out a selection of invoices for a client
Written by
Andreas Papastergiadis
Updated over a week ago
Communication
Admin notes
Add, edit, or delete Admin Notes for clients.
Written by
Lachlan Cox
Updated over a week ago
SMS a client
Send a manual SMS to a client or other contact within your account.
Written by
Andreas Papastergiadis
Updated over a week ago
Email or SMS all clients
The easiest way to send a mass email or text to your clients
Written by
Lachlan Cox
Updated over a week ago
Marketing Consent
Set the Marketing Consent for your clients and export these lists for use in communications
Written by
Lachlan Cox
Updated over a week ago
Wish your clients a Happy Birthday!
Setup and schedule a SMS birthday reminder
Written by
Andreas Papastergiadis
Updated over a week ago