Manage Clients
Manage Clients covers how to add new clients, update their information, link contacts, and maintain client records in Trova. These FAQs ensure efficient client management and streamlined scheduling.
28 articles
How do I add a new field to a client profile?
How do I include a field in the client’s invoice?
How do I view a client’s profile and what information can I see?
How can I quickly navigate to a client’s profile?
Is the client number assigned by me?
Can I edit and add more information to a client’s profile?
How do I schedule an appointment in the client profile?
Can I start a virtual appointment from a client’s profile?
What does upcoming and historical mean on the client profile page under appointments?
How do I add a note to my client?
Can I edit or remove a field after adding it to the client profile?
How do I add multiple fields to a client profile?
Where will the fields I add appear on the client’s invoice?
What type of information can I include in the new fields?
Why can’t I save updated/edited client information?
How do I ensure accurate medical aid reimbursement for clients?
Why is it important to select the medical aid company name?
Where can I find the medical aid company name in the client profile?