The Client Screen

Objective: Learn some of the key components of the Client screen.

Overview of the Client Screen

The Client screen can be accessed by selecting a client from the client list on 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.