Client Profile explains how to view and update each client’s information in Trova. These FAQs guide you in accessing contact details, viewing past appointments, and making edits or additions for accurate record-keeping.
16 articles
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?