Category: Clients

Active and Inactive Clients

Over time your list of clients can become large, with many records in your client list who have finished their episode of care and have

Organising Clients with Groups

Allocating your clients to groups can help keep your clients organised. Groups are useful if you want some users (practitioners) to have access to some

How to edit a client?

Being able to edit client details after creation will assist with new contact details as needed. The following steps will take you through how to

How to add a client?

Below are the details for how to add a new client and informants such as parents or teachers. Free plans have a limit of how

How do I delete a client?

Clients sometimes need to be deleted when they are no longer receiving assessments or coming to a practice. If you are looking to edit a