Intakes and Clients

Managing Client Restrictions and Visibility

Some client records need extra protection. Learn how to restrict profile visibility to a specific

How to Use Client Flags

Safety concerns and clinical risks need to be front and center. Learn how to use

Managing Client and Case Documents

Keep every file exactly where it belongs. Learn how to upload, organize, and retrieve documents

How to Complete a Client Intake

The intake is where every case begins. Learn how to capture incident details, build client