How to Add a Client to a Program
NOTE: DO NOT do this outside of clinical workflow unless you are fixing an error. With the client open, click the Search icon. Type Client Programs in the search bar. […]
How to Add a Client to SmartCare
NOTE: DO NOT do this outside of clinical workflow unless you are fixing an error. Click the Client Search icon. Click to select Client Search. Enter the Client’s Name in […]
How to Merge Duplicate Clients
In this section you will learn how to merge a client that has been duplicated in the system. Items that will transfer to the account you are keeping: Diagnosis will […]