Active Client
Pausing Client Services & Client Leave
Client leave occurs when a client cannot receive services for a period of time due to reasons such as social leave, respite, hospital stays, transition care, or other circumstances. During client leave, services are suspended, which may affect ...
Converting Clients from Leads to Active
Leads are prospective clients who may come to your organisation through various channels, such as your website or referrals from other sources. When a new client record is created, the default status is set to Lead, indicating that the individual is ...
Scheduling required client reviews in line with compliances and quality requirements
Depending on the type of care your organisation provides there are requirements for client reviews, furthermore this will often be on a client by client basis in order to meet their needs. When you set a new client up it is important that you set up ...