Health Records plus Notes & Documentation

Learn how to add, edit, and manage client information, including clinical notes and documentation, while maintaining HIPAA compliance in Carepatron.

12 articles in this collection
Written by Jamie Frew

Customize your Client Record template

How do I change my client record fields?

Written by Jamie Frew
Updated over a week ago

Change client record to inactive

How do change a make a client inactive?

Written by Jamie Frew
Updated over a week ago

Bulk Client Import

How do I import my clients?

Written by Jamie Frew
Updated over a week ago

Upload Client document

How do I upload a client document, photo, or file?

Written by Jamie Frew
Updated over a week ago

Add client relationship

How do I add a client relationship?

Written by Jamie Frew
Updated over a week ago

Add a client

How do I create a client account?

Written by Jamie Frew
Updated over a week ago

Update or edit client relationships

How do I update or edit client relationships?

Written by Jamie Frew
Updated over a week ago

Assign staff to a client

How do I assign staff to a client?

Written by Jamie Frew
Updated over a week ago

Capture a client note

How do you capture a client note?

Written by Jamie Frew
Updated over a week ago

Edit a client's information

How do I edit a client's information

Written by Jamie Frew
Updated over a week ago

Send Client intake/enrolment

How do I send the intake/enrolment to my client?

Written by Jamie Frew
Updated over a week ago

Add new Client

How do I add a new client?

Written by Jamie Frew
Updated over a week ago