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Client Management (19)

What is a Client Account?

Modified on Tue, 23 Jan at 7:18 PM
How Do I Add a New Client?

Modified on Wed, 18 Jan, 2023 at 7:35 PM
What is the Schedule Ref?

Modified on Thu, 30 May at 4:16 PM
Enter Main Contact Client Details

Modified on Thu, 15 Sep, 2022 at 12:25 PM
Adding a Spouse or Alternative Contact

Modified on Thu, 15 Sep, 2022 at 12:28 PM
Adding Notes to a Client's Account

Modified on Fri, 16 Sep, 2022 at 10:08 AM
Add Emergency Contacts

Modified on Thu, 15 Sep, 2022 at 12:32 PM
Add Access to Property Details

Modified on Fri, 16 Sep, 2022 at 10:16 AM
Add Visit Routine Details

Modified on Fri, 16 Sep, 2022 at 10:19 AM
Add Supplies within the Client's Home

Modified on Fri, 16 Sep, 2022 at 10:21 AM

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