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changes.mady.by.user Stewart Neale

Saved on Jul 04, 2021

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changes.mady.by.user Geoff Gaylard

Saved on Oct 23, 2022

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This page outlines the elements that are related with describes managing Client profiles within in the Brevity web application

Converting a Client from a Quote
Client GroupGroups
Merging Client Profiles
Client Record
Client Profile
Care Workers to be Supported
Care Workers not to be Supported
Client Goals
Client Plan ReviewsChecklists
Managing Client Logins
Client Bulk Communications
Client Funding Record
Service History
Medical History
Service Template
Client Medications
Contacts Schedule Template
Client Funding Claims
Client Invoicing Batches
Client Invoicing
Client Service Calendar