Client Management
Cleaning Up Client Data
Last Updated: October 21, 2026Cleaning Up Client Data 1. Click "Programs Management" on the left-side menu 2. Click "Client Mgmnt" on the sub-menu 3. Click "Data Cleanup" 4. Select "Duplicates" 5. Click "Client Data Cleanup" Each group below contains clients that look like duplicates...
Creating Global Client Goals
Last Updated: October 21, 2026Creating Global Client Goals 1. Click "Programs Management" on the left-side menu 2. Click "Client Mgmnt" on the sub-menu 3. Click "Create Goals" 4. Under Goal Details, enter the "Goal Title" 5. Enter a "Category" 6. Set a "Program". When...
Archiving Clients
Last Updated: October 21, 2026Archiving Clients 1. Click "Program Management" on the left-side menu 2. Click "Client Mgmnt on the sub-menu" 3. Click the checkboxes to select one or more clients 4. Click "Archived Selected" to archive the selected clients 5. Visualize all archived...
Unarchiving Clients
Last Updated: October 21, 2026Unarchiving Clients 1. Click "Program Management" on the left-side menu 2. Click "Client Mgmnt on the sub-menu" 3. Visualize all archived clients by clicking on the "Archived" button 4. Click the checkboxes to select one or more clients 5. Click...
Saving Documents to Client Records
Last Updated: October 19, 2026Saving Documents to Client Records 1. On the left-side menu click "Program Management" 2. Click "Client Mgmnt" on the sub-menu 3. Scroll down, find the client and click on its name to open their profile 4. Click "Documents" on the...
Adding Case Notes to a Client Record
Last Updated: October 16, 2026Adding Case Notes to a Client Record 1. On the left-sside menu, click "Program Management" 2. Click "Client Mgmnt" on the sub-menu 3. Scroll down to find the client profile 4. Click "Case Notes" on the sub-menu 5. Click "+...
Creating Individual Client Goals
Last Updated: October 16, 2026Creating Individual Client Goals 1. On the left-side menu, click "Program Management" 2. Click "Client Mgmnt" on the sub-menu 3. Find the client and click on its name 4. Click "Goals" 5. Click "+ Create New Goal" 6. Enter a...
Checking if Consent Forms are Completed
Last Updated: October 16, 2026Checking if Consent Forms are Completed 1. On the left-side menu, click "Program Management" 2. Click "Client Mgmnt" in the submenu 3. Find the client you with to review and click on their name to see their entire profile 4....
Bulk Client Upload
Last Updated: October 15, 2026Bulk Client Upload 1. On the left-side menu, click on "Program Management" 2. Click "Client Mgmnt" on the sub-menu 3. Click "Bulk Upload Clients" 4. Click "Download Excel Template" to see the template 5. Open the downloaded file 6. Fill...
Creating Custom Fields from Scratch (Client Management)
Last Updated: October 15, 2026Creating Custom Fields from Scratch (Client Management) 1. On the left-side menu , click "Program Management" 2. Click "Client Mgmnt" on the left-side menu 3. Click "Custom Fields" on the tp sub-menu 4. Select a tab. Choose a tab and...
