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Fill in forms using client manager

How to fill in forms using Client Manager in CM New World.

Written by Billy Dilks

Client Manager allows you to quickly and accurately record client information, care details, and assessments, helping to keep records up to date and improve communication with the care team.

  1. Click the Client Manager application to open the dashboard.

  2. Click Client below the dashboard, then find the client you need.

📌 Note: The dashboard may be blank.

3. Click the Forms tab and locate the form you need to complete.

🤓 Tip: If the form is not visible, you need to add it to the client first.

4. Click Fill in the form.

5. Complete the form and click Save.

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