You use Client Manager to fill in forms so you can quickly and accurately record client information, care details, and assessments directly on-site, helping to keep records up-to-date and improve communication with the care team.
To fill in forms follow these simple steps:
To fill in a form in Client Manager, click the application. This opens the dashboard section.
Click Client below the dashboard option, then find the client you need.
βNote: The dashboard may be blank.Click the Forms tab, then locate the form you wish to complete.
βTip: If the form isn't visible, you'll need to add it to the client.Click Fill in the form.
You can now fill in and save your form!
