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This page outlines the elements that are related with managing Client profiles within the Lite version of the Brevity care application

  • Converting a Client from Quote

  • Client Groups

  • Merging Client Profiles

  • Client Record

  • Client Checklists

  • Managing Client Logins

  • Client Bulk Communications

  • Client Funding Record

  • Service Schedule Template

  • Client Funding Claims

  • Client Invoicing Batches

 

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