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Manage client plans, goals, progress notes and NDIS claims - all in one place.
Ian Deshays avatar
By Ian1 author22 articles
Public Information
Private Notes
Print client calendar
Client Statuses
Private notes for client
Add client
Archive/unarchive Client
Client progress notes, communications and events - read, print, share, email
Share Care Notes among Carers
Add default price book to the client
Filter clients
Add client's goals and strategies to reach the goals
Update price books from client billing report
Uploading client documents and setting expiry dates as well as staff access to documents
Billing report
Funds management
Attaching team to clients
Update connect customer Email
Invite connect customer
Edit Connect Customer
Unlink Connect Customer
View Client Assigned to Shift
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