Client Details

Client Details

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Overview of the Client Details functionality including the following core features, for full written user guidance please click here
  1. Client List - Filter / Search
  2. Selecting / Viewing a client 
  3. Viewing multiple clients with duplicate tabs 
  4. Creating a new client 
  5. Client summary and menu 
  6. Client details 
    1. Personal Section
    2. Contacts Section
    3. Notes Section
    4. Care Details Section
    5. Client Location Section


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