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Client Management
Adding a Client (Demographics)
Care Plans
Adding a Referral Source
Master Contact Setting
Assessment Visit
Changing Client Status
Authorizations
Separating a Billing Address from a Service Address (Set Contact as Payer)
Setting A New Care Plan Category
FOBs Usage
Client Addresses
Preventing Caregiver/Client Assignments ("Banning" Assignments)
Placing Clients On Hold / Hospitalizations
CRM Status for Prospect Management
Client Profile Overview & Notes
Primary Diagnosis Code
Consumer Direct Options in Ankota
Adult Day Health Care (ADHC)
Service Location
Send Message or Text to Client Contact from the Master Contact Page
