Contact Management
By Bridget1 author6 articles
Contacts Module Release AnnouncementGeneral Announcement
Ritten released a new module in the navigation menu called “Contacts.” It can be found in the left side vertical menu...
How to Merge Two Contacts in the Contacts ModuleDuplicates may be found in the Contacts tab after the initial release, and in the future if duplicate contacts are accidentally entered. T...
Admitting, Transferring and Discharging a ClientOverview
This article explains the various ways to admit, transfer, and discharge a client into a clinical and non-clinical program.
Admi...
Check if an Organization has an ROI with a Client Using ContactsOverview
As part of the new Contacts feature release, organizations can now be listed as recipients of ROIs for contacts. As of October 20...
Browsing for Client RecordsSummary
Learn how to navigate the client records page using the available filters and search functions, browsing for clients and drilling ...
Create and Edit ClientsCreate a new client
Editing Client Information
Video Walkthrough:
Reading Walkthrough
1. Navigate to the records page
2. Click on the...