Client File

Client File

• Merge Duplicate Client Files
• Add Client Video
• Add Client
• Edit Client Details
• View Client Authorizations

Client Details Tab

• Client Details Tab Overview Video
• Assign or Remove a Provider
• Add or Edit Associated Party
• Add Authorized Information Release for Client
• Add or Delete Client Comments
• Activate or Deactivate Client

Clinical Information Tab

• Add, Edit, and Lock Crisis Plans
• Add, Edit, and Lock Social Histories
• Close Out Treatment Plan Goals
• Add, Edit, and Lock Assessments
• Add and Edit a Diagnosis
• Add and Edit Client Treatment Plan and Goals

See all 8 articles

Documents Tab

• Add Client Document
• View or Delete Client Documents