Leads and Onboarding
Converting Clients from Leads to Active
Managing the transition from lead to active client helps your organisation track and convert potential individuals into engaged clients who can benefit from your services. Leads are prospective clients who may come to your organisation through ...Client Status and Stages
In CareVision, Client Status indicates the current phase of a client’s journey with your organisation, from initial contact through active service and subsequent exit. Keeping client status up to date is important for ensuring that records reflect ...Clients
The specific definition and role of a client can differ across industries and systems. In care sector, a client is an individual or entity that receives services, support, or care from an organisation. This document provides a definition of client as ...How to create a client
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 ...Notifications for Lead Management and Client Onboarding
Lead to Onboarding Workflow Organisations regularly receive new client leads and it is important that the proper team is notified at the appropriate stage of the lead nurture and client onboarding process so they can follow up on and complete the ...Onboarding Checklist - CHSP Clients
Onboarding Checklist - CHSP ClientsOnboarding Checklist - NDIS Clients
Onboarding Checklist - NDIS ClientsOnboarding Checklist - HCP
Onboarding Checklist - HCP
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