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  1. Lumary DC Help Centre
  2. Client onboarding and record management
  3. Add client information

Add client information

Add client information to understand and track your client's needs.

  • Client record layout
  • Add an associated site to a client’s record
  • Add an associated employee to a client’s record
  • Add associated providers to a client’s record
  • Add risks and display them as alerts
  • Add a health condition
  • Add a high intensity need
  • Add an observation schedule
  • Record and display consent for a client’s personal information or care
  • Record a personal information request
  • Adding and storing files on a client's record
  • View and manage files from a client or worker’s record
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