How To: Clients
How to master the Clients Tab in the IMPaCT application.
- 07.2026 How to use AI Scribe
- 07.2026 How to Create a Note from the Client List
- 07.2026 Client list: Default view
- Notes: Creating a Note in the Client Chart, 06.2026 update
- How to document common encounter types, Z-codes and editing notes 06.2026 Update
- How to log a Manager Review 06.2026 Update
- Client profile 06.2026 Update
- Billing Section 06.2026 Update
- Client list: Default view
- Client list: Expanded columns and Action filter
- Uploading Client Lists (Supervisors + Directors)
- Client profile: Prevention of duplicate clients
- Statuses: Definitions
- Statuses: Updating client status
- Files: Managing client files
- Notes: Note Types
- Notes: Types of Support
- AI Scribe: Using AI Scribe to create notes
- AI Scribe: FAQs for CHWs
- My To-dos
- Screener
- Roadmaps: Goals & To-Dos
- Roadmaps: Adding preset Roadmaps
- Medical Visits (previously called Clinical Encounters)
- Health Tracker
- Health Tracker: Alerts