Clients
Create, maintain, and securely manage client records.
Summary
Client records are the foundation for appointments, treatment notes, and invoicing.
Prerequisites
- Authenticated user with client-management permissions.
- Client consent process defined for your practice.
Steps
- Open the client management area and select New Client.
- Enter required identity and contact details.
- Record consent fields and communication preferences.
- Save and verify searchability by name or email.
- Review audit trail and field updates after modifications.
Best Practices
- Keep contact details current to reduce failed reminders.
- Record meaningful notes in structured fields before free-text notes.
- Use client relationships only when operationally necessary.
Troubleshooting
- If a client cannot be found in search, confirm exact spelling and recent save state.
- If restricted fields are hidden, verify your role permissions with an administrator.