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From the right side of the page toolbar, you can do different task for the client's record.
Strike id 1 Form: This button will let you create the care plan of the client.
- Client Profile: This button will let you see the client's profile.
- Manage Login: This button lets you setup the Brevity App username and password of the client.
- Deactivate: Deactivate button lets you deactivate the client's profile. Deactivating the client's profile means that the client is not active anymore.
- Communications: This button lets you create a communication task like email, sms, phone call, task and meeting.
- Notes: This button let you create a notes in relationship with the client. The created notes can be seen from the Recent Communication and notes from the summary section.
- Documents: This button lets you upload documents for the client like word documents and pictures.
- Delete: Delete button lets you delete the client's record. If you delete the client's record, you cannot retrieve the client's record.
- +New: This button lets you create a new client record.
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You can assign care workers (Adding and removing care worker assigned to a client), care workers not to use for the client (Adding and removing Workers NOT to be assigned to a client).
You can also set up the client's funding (Adding and Removing Client Funding information), and set up the client's service template (Service Template)
You could also create a record for the external provider record for the plan managed clients (/wiki/spaces/BS/pages/166002787)
Client Goals tracks the progress of the client during each shift and you can create a record for the progress under the client goals section. (See Brevity Goal Management)
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