Add client information
Add client information to understand and track your client's needs.
- Client record layout
- Use a process on a client record
- Add client contacts and display them as alerts
- 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
- Add and view observations
- Add and edit a clinical assessment
- Add and edit a medication record
- Record and display consent for a client’s personal information or care
- Record a personal information request
- Add information about a criminal record or criminal justice proceedings to a Client's record
- Add blocklist to client’s record
- Add personal identifiers
- Adding and storing files on a client's record
- View and manage files from a client or worker’s record
- Data Loader: Import Case Notes