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
Dr Ben Buchanan
October 18, 2023
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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
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
Sometimes multiple users (clinicians) might want access to the same client file. While Account Managers and Supervisors will have access to all client files, users
Occasionally, you might make a mistake and administer an assessment to the wrong client and want to delete the record of that assessment from the
Sometimes you might make a mistake and administer an assessment to the wrong client. If you do, don’t worry, you can reassign that instance of
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
Below are the details for how to add a new client. The limit of how many clients you can add will be dependent on your
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
If you’re part of a practice account, each client is assigned to a different practitioner. While Account Managers and Supervisors can see all clients within a
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