Through the progression of providing services to a client you might come across new contacts you'd like to store within your database. To attach a new contact to an existing client profile follow the steps below: Step 1: Open up the profile of the ...
Within CAC CareNet, uploading and saving videos to a client profile takes just a few seconds. Within this article we will cover how to upload and use the Videos tab, please follow along below. Step 1. Navigate to the Videos tab on a client profile. ...
Within the client intake two major changes have occurred. Those are: Multiple Addresses (for clients and associated people) Income Level To check out functionality and use please review the two sections below. Multiple Addresses (Clients & Associated ...
From time to time you may need to update the permissions of certain user groups within your system. To update a permission set follow the steps below: Step 1: From the dashboard expand the Admin tab and then press Permissions. Note: If you receive an ...
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