Clients

Clients are created for an agency to allow the capture of demographics and individual assessments. Instructions Step 1. Log into...

This article demonstrates how to create an individual client record. Clients are created for an agency to allow the capture...

If multiple client records saved outside of the Community CI system, you may choose to import them in bulk. Using...

This article demonstrates how to activate an individual client record. When a client record is first created the status is...

Clients are created for an agency to allow the capture of demographics and individual assessments. Instructions Step 1. Log into...

This article demonstrates how to edit an individual client record. A client’s details may need editing due to a change...

This article demonstrates how to deactivate an individual client record. Client records cannot be deleted, but the client may no...

When entering a new client record, there are a number of reasons that the record is not created.   Manual...