How To: Clients
How to master the Clients Tab in the IMPaCT application.
- Client list: Default view
- Client list: Expanded columns and Action filter
- How To: Client Profile
- Client profile: Prevention of duplicate clients
- Statuses: Updating client status
- Statuses: Definitions and system management of statuses
- How to: Screener
- How To: Notes
- How to: Notes - Note Types
- How To: Goals & To-Dos
- How To: Uploading Client Lists (Supervisors + Directors)