Working with Clients
- Add a new client using the Intake Wizard
- Pre-Enrollment List Overview
- Enroll/Assign a Client from the Pre-Enrollment List
- Pre-Enrollment Page
- Pre-Enrollment Matching Page
- Adding a Client to the Pre-Enrollment List (Waitlist)
- Enroll a Client using the Add Service Function
- Adding a Service File
- Add Service File Wizard
- Start Client Communication (SMS/Email)
- How to Close a Service File
- Changing the Presenting Participant
- Add/Change the Presenting Issues
- Navigating the Service File
- Service Billing Summary Report
- Service File Note Page
- Service File Setup
- Using Anonymous Services
- Anonymous Service Type Page
- Anonymous Service Page
- About the Case
- Creating a Case
- Navigating the Case
- Add Individual
- Case Billing Summary Report
- Navigating the Individual Profile
- Anonymous Service List Page
- Safety Concern and Financial Concern Flags
- About the Intake Wizard
- Using the Intake Wizard