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Clients

Potential and active clients, profiles, care teams and onboarding.

  1. Potential vs. active clientsWhat the three status shapes mean, and how a client moves from one to the other.
  2. Add a clientAdd a new family with the short potential-client form, or an active client with every field.
  3. A client's profileThe header with status and quick contact buttons, the log, tasks, details and care team.
  4. Build a client's care teamAdd a therapist, peer and case manager, see who's a good match, and remove someone.
  5. Mark a potential client as onboardedTurn a potential client into an active client, and undo it if it was a mistake.
  6. Make a client inactive or reactivateClose a case from the status menu without losing its history, and bring it back later.