Clients
Adding a client, finding them again, correcting their details, and what they have agreed, been sent and been given.
Articles
- Adding a new clientRegister a client in two short steps while they are on the phone, and see whether they are already on file.
- Finding a clientSearch the client list by name or record number, narrow it, sort it, and allocate a clinician to a client who has none.
- Correcting a client's detailsPut right a name, date of birth, contact detail or referral typed wrongly at registration.
- Giving a client access to the client portalOpen a portal login for a client, a parent or guardian of a minor, or a court-appointed guardian, and end it when it should stop.
- Recording a client's consent to discloseRecord what a client has agreed may leave the practice, amend or withdraw it, and record a request to keep something from their health plan.
- Recording an agreement a client signed on paperRecord that a client signed one of your practice's agreements on paper or agreed to it aloud, and see every agreement they have accepted.
- Sending a client a form or a measureAsk a client to fill in an intake form or an instrument in their portal, follow where each ask got to, and read what came back.
- Sharing a document with a clientPut a document from the chart into the client's portal, and stop sharing it.