Clients
Find out how to track and manage all aspects of client care, from services to communication.
6 articles
- Navigating Client ProfilesFinding clients and navigating their profiles.
- Creating a ClientCreating a client, required information, address verification, and what to do when you don't have all the client's contact information yet
- Managing a Client ProfileThe Client's Profile tab and the information that can be managed there, including Matching Criteria
- Managing Client Connections & Guest AccessClient connections including excluded caregivers and giving outside people access to client information
- Archiving & Restoring ClientsArchiving and restoring clients, including what happens to services and shifts when a client is archived.
- Managing Clients with LooperWhat Looper can do for client management