Popular Articles
Discharging Clients
Discharging Clients Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "Clients" and then click "Manage Clients". Manage and edit clients Step 2 Select the "Active Client" from your client's list ...
Adding System Users & Assigning User Permissions
Adding System Users Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "System" and then click "Manage Users". Manage Staff Users Step 2 Click on the green [+] Add New User button at the bottom ...
Deactivating System Users
Deactivating System Users Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "System" and then click "Manage Users". Manage System Users Step 2 Select the system user you would like to remove ...
Adding & Deleting Client Notes
Adding Client Notes Step 1 Click on the "hamburger" to open the sidebar navigation menu and click "Clients" to access your list of clients. Step 2 Click once on the client you would like to make a note for to open up the client details section (the ...
Uploading Documents to a Client's Record
Uploading Documents to a Client's Record Step 1 Click on the "hamburger" to open the sidebar navigation menu and click "Clients" to access your list of clients. Manage Clients View Step 2 Click on the Files tab and then click the "Upload Documents" ...