Client Journey
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 can contain a set of related information, documents, invoices and notes that all pertain to this life event.
Overview
The Overview tab is selected by default when you open a journey, and is the primary place you can manage a client's care. Here, you can view contact information, as well as collaborate, take notes, send invoices and more.
- Add a Contact
- Editing a Client Profile
- Sending a Message to a Contact
- Insurance and Eligility Verification
- SMS Notifications
- Transfer a Journey
- Sending and Uploading Resources
Notes
The Notes tab allows you to record external activity or store other text specific to the client's journey.
Files
In the Files tab, you can store resources like uploaded files, completed forms, and organize these into folders.
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.
Invoices
In the Invoices tab, you can see that journey's existing invoices and create new invoices for that journey.