Generate the client support plan from their profile

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  The Detailed Profile section in the client profile provides an overview of each client, supporting personalized care and efficient communication. This topic describes the Detailed Profile section, explains how to complete client profile details, and ...

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  In CareVision, new quotes and contracts are generated when adding a new client, updating a client’s package during reviews, or making significant package changes. New potential clients are assigned the Lead status by default. When there is genuine ...

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  When do you add a client A client is to be added when you need their information on the system for future service planning or history archive, e.g. when you source a new lead, transfer a client's information from paper documents to CareVision ...

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