Client Records
Manage client profiles, connections, notes & documents, care plans, budgets, and shift notes
5 articles
Setup a Client's Profile
Learn how to setup a client's profile
Adding a New ClientHow to add a client and what information to populate for that participant
Client Budget's
Creating a clients budget within their profile
Creating a Client BudgetLearn the fundamentals
Request Update's From Users
Contact notes, client update requests, file uploads
Requesting an Update From Another UserRequest updates about budgets, care plans, rosters and more
Care Plan's
Use our own template, or upload your own
Creating a care plan using our templateUsing imploy's compliant pre built care plan
Upload your own care planUploading a custom made care plan