Prospective Client

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

Add a new Prospec
1. Starting from the main Dashboard screen, select 'Prospective' on the left side menu.  A drop down menu will then appear. Next, select 'Add...
Mon, Jun 24, 2019 at 4:21 PM
"Convert to Client"
1. Go to "Prospective" in the navigation menu and select "Prospective Client List" 2. Once there select which prospective client you ...
Mon, Mar 19, 2018 at 9:26 AM
"Admission Intake"
1. Go to the "Prospective" section on the navigation tab and then select "Prospective Clients". Once there select the "Admission&#x...
Thu, Mar 15, 2018 at 10:34 AM
"Face to Face"- ROI Contacts, UO, BO, Insurance Info, etc.
1. Go to "Prospective" and then "Prospective Client List". Once there select the third icon from the left in the 'Actions' col...
Thu, Jun 7, 2018 at 9:39 AM
BioPsychoSocial Intake
 To initiate the BioPsychoSocial Intake on a prospective client go to the navigational menu on the left side of the screen and select the "Prospective&...
Thu, Jun 7, 2018 at 9:39 AM