Prospective Client

All information regarding the "Prospective" section of the software.

Add New Prospective Client
Summary: This Walkthrough will show how to Add a New Prospective Client. Add Prospective Client: 1. Navigate to Add Prospect. 2. Fill at lea...
Tue, Mar 9, 2021 at 2:52 PM
Add UA/BA/Pregnancy/SA Test to Prospect
Summary: This Walkthrough will show how to Add Testing Analysis to a Prospective Client. Add Testing Analysis: 1. Navigate to Prospective Cli...
Tue, Mar 30, 2021 at 1:24 PM
Convert Prospect to Client
Summary: This Walkthrough will show how to Convert a Prospect to a Client. Convert to Client: Note: Before Converting to Client ensure the pr...
Tue, Mar 30, 2021 at 9:12 AM
Admission Intake
Summary: This Walkthrough will show how to Complete an Admission Intake. Navigate to Admission Intake: 1. Navigate to Prospective Client List...
Wed, Apr 7, 2021 at 9:53 AM
Completing the Face to Face
Summary: This Walkthrough will show how to Complete a Face to Face Navigating through a Client and a Prospective Client. Navigating through Prosp...
Tue, Apr 13, 2021 at 9:35 AM
BioPsychoSocial Intake
Summary: This Walkthrough will show how to Complete an Biopsychosocial Intake.   Navigate to Prospect Biopsychosocial Intake: 1. Navigate to Pr...
Tue, May 18, 2021 at 9:23 AM