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Client Profiles

How to do a client intake/registration?

Step 1: To open the client intake form, click "Settlement" on the yellow navigation bar in the top left corner,...

How to search for an existing client

Step 1: To search for an existing client, first open the “Clients" Form by clicking “Settlement” on the yellow navigation...

How to enroll a client in a program(s)?

Step 1: To get started on enrolling a client into a program, you need to first select the client you...

How to add/update a one-to-one service

Step 1: To get started on entering a case note for a one-to-one service with a client, you need to...