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Clients
Clients
Manage client profiles, connections, notes & documents, care plans, budgets, and shift notes
By Salin and 3 others
4 authors
21 articles
How to add a client in Imploy
Requesting & Viewing Client Updates (Activity & Notes)
Client Quickview Panel
Client Lists
What Each Tab Includes
Overview Tab
Details Tab
Connections Tab
Activity & Notes Tab
Documents Tab
Care Plan Tab
Funding Tab
Overwatch Tab
Settings Tab
NDIS Budgets & Agreements
How NDIS Budgets Work
Understanding the NDIS Budget 'Utilisation' Tab
NDIS Budget 'Add Temporary Funding'
NDIS Budget 'Roll Over Funds'
NDIS Budget 'Sync Budget' Function
Budget Audit Trail for All Budgets
NDIS Service Agreements
NDIS Budget Workspace
