GENERAL

GETTING STARTED

CLIENT MANAGEMENT

Client Management
Searching for clients
Client Workflow
Editing client details
- The main client page
- Editing the personal details
  - Adding and Editing Contact Details
  - Adding Addresses
Family Members
- Adding a new family member
  - Create family member with new person
  - Create Family Member from an existing person
Family Clients
- Creating Family Clients
Interested Parties
Goals
Client Contacts
- Adding a new client contact
  - Save Draft
  - Save Final
Outcomes and Properties
Client Notes
- Adding a new note
  - Save Draft
  - Save Final
Issues
- Adding a new issue
- Editing an issue
Attachments
User Defined Forms
Standard Forms
- Filling in the forms
- Outputting the form data
Client Assessments
Client Evaluations
Client Form Letters
Client Reminders
- Manual Reminders
- Automatic Reminders
Safety Alerts
- Setting an Alert
- The Alert Process

GROUPS

CALENDAR

Calendar
- Adding bookings in the calendar
- Editing and Deleting calendar bookings

ENQUIRIES

REPORTS

ADMINISTRATION

DOWNLOADS

Paua

Download pdf version of the user guide¶