The Client Details section allows you to capture information in relation to the prospective client.
Here you can record the following information:
§ Client Name and Contact Details
§ Group à If you wish, you can add a prospective Client to a Group directly from this screen.
§ Notes
You also have the ability to either “Load the Client Profile” or “Link the Referral to a Client”:
§ Load Client Profile à Once a Referral has been captured on the system, a Client Profile is automatically created with a status of Pending. Click on this tab to access the Profile.
§ Link Referral to Client Profile à It is possible to receive Referrals for Clients who are already on the InnovaCare application. Some Clients may have multiple Referrals on their profiles. To link a Referral to a current Client Profile, simply click Link to Client Profile. This will open a search screen, where you will be able to search for the Client you wish to link the Referral to.
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In such cases you do not need to capture details in the Client Details section, as the data will be automatically populated according to the information in the Client’s Profile! |
