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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
The Details Panel
Overview Tab
Activity Tab
Notes Tab
Billing Tab
Care Plan Tab
Observe Tab
Tasks Tab
Contacts Tab
Files Tab
NDIS Budgets & Agreements
How NDIS Budgets Work
Understanding the Budget Workspace and Utilisation
NDIS Budget 'Add Temporary Funding'
NDIS Budget 'Roll Over Funds'
NDIS Budget 'Sync Budget' Function
Budget Audit Trail for All Budgets
NDIS Service Agreements