Client Journeys

Overview

A client's Journey (also referred to as a "client" or "client profile") follows the cycle of care that happens around the client while they are going through a life event.

It serves as the central place where you manage interactions with a client throughout the care process.

Client journeys are typically used for individuals who are actively receiving services from your practice.

Table of Contents

• Overview
  • Add a Contact
  • Edit a Client Profile
  • Send a Message to a Client
  • Verify Insurance and Eligibility
  • Set SMS Notifications
  • Transfer a Journey
  • Send and Upload Resources
  • Sharing a Client Profile
  • Adding a New Client
• Notes
  • Client Notes
• Files
  • Upload a File to a Client Journey
• Paperwork
  • Start a Paperwork
• Invoices
  • Create An Invoice
• Services
• Checklists
• Expenses

Client Profile

Overview

The Overview tab is the primary place you can manage a client's care.

Here, you can view contact information, collaborate, take notes, send invoices, and do other tasks such as:

• Add a Contact
• Edit a Client Profile
• Send a Message to a Contact
• Verify Insurance and Eligibility
• Set SMS Notifications
• Transfer a Journey
• Send and Upload Resources
• Sharing a Client Profile
• Adding a New Client

Notes

The Notes tab allows you to record external activity or store other text specific to the client's journey.

• Client Notes

Files

In the Files tab, you can store resources like uploaded files, completed forms, and organize these into folders.

• Upload a File to a Client Journey

Paperwork

The Paperwork tab lists documents and forms that have been created for the client. Here, you can do things like create new paperwork, send existing drafts, and transfer paperwork to other team members.

• Start a Paperwork

Invoices

In the Invoices tab, you can see that journey's existing invoices and create new invoices for that journey.

• Create an invoice

Services

The Services tab displays the services that have been purchased for your client and tracks how they are used throughout your client's journey. The services are grouped by the invoice they were created from.

For each service, you can view the number of purchased units, how many have been used, and how many remains. This helps you monitor your service usage.

Visits

The Visits tab shows all the scheduled and completed appointments that are related to your client's journey.

Checklists

In the Checklists tab, you can organize and track tasks for this client. These checklists can be grouped into customizable categories with individual tasks that can be marked as complete as they are finished.

>> link how to create checklists

Expenses

The Expenses tab lets you track costs associated with your client. Here, you can record expenses such as supplies, travel, meals, or other reimbursable costs related to the services you provide.

This helps keep accurate financial records and makes it easier for you to review or report expenses related to that client's care.