How to Initiate an Assessment for a Client Already Checked in by a Receptionist
The receptionist will have already checked in the client, which includes enrolling them in your program. You should be able to see this on your Appointments for Today widget. Make […]
How to Complete an Intake/Assessment for a Walk-In Client in a Program Without a Receptionist
Use the Client Search screen to determine if the person is a client already in the system. If they are already a client in the system, select them to open […]