Client's Menu

The system tab that provides management control and information related with the client profile, funding, scheduling of services, and invoicing.

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Listed below are the topics related with the functions contained within the Client menu. For additional information click the applicable topic link.         

• Client Record

• Client Group

• Service Provider

• Client Service Schedule

• Service Schedule Template

• Service Schedule SIL Template

• Client Service Calendar

• Bulk Email Notification

• Bulk SMS Notification

• Client Funding record

• Service Schedule Client List

• Client Invoicing Batches

• Client Funding Claims

• Client Invoicing

• Client Reports