Objective: Learn some of the key components of the Client screen.
Overview of the Client Screen
The Client screen can be accessed byselecting a client from the client liston the home screen. The Client screen contains all information relating to a specific client. Here, you can navigate to the Client Profile, Contact Info, Cases, Log, Accounts, Activities, Assessments, Plans, Documents, or Reports for the client. The following tutorials will cover each item more in depth.