How to manage clients via the Client Cases Option
Learn how to efficiently manage clients using the Client List. This guide covers adding, updating, and organising client information to streamline case management and improve workflow.
By Sonja and 1 other2 authors9 articles
- Managing clients on the 'My clients' page
- How to merge client profiles
- How to merge client cases
- How do I assign a client to myself if I forgot to while accepting the referral?
- How do I filter my client list by status?
- How do I export Clients from Joy?
- How do I manually create a client?
- How to create a Client Manually using Quick Fill
- How to update patient details in the CMS