Getting to know the basics
Step 1. Search
Click
Search & Add
Client.
Enter the client name and click Find
Step 2. Is the client new or existing?
If there are results select the correct client record from the list and continue to Step 3.
OR
If there are no results then click Add Client
Enter the client details and click Save.
Step 3. Client Panel
You are now able to review the client history and update client details.
The most common procedures performed from this point are; adding related clients, providing a service, adding a case note and making an appointment.
Client Panel Basics
Related Clients
You
may want to link family members; this will enable you to view the entire family
history in the Client Panel.
Service Forms
Service forms have been designed to record all the required data by your organisation.
Detailed
statistics reports are automatically generated for each service form. Service
forms may be imported from list of templates or created from scratch.
Case Note
Record
case notes for a quick up to date overview of each client.
Appointments
The
Planner offers a number useful features, calendar events, messages and client
lists.
General Records
General
records have been designed for all office tasks that are not directly linked to
individual clients.
Note to Administrator:
Can I add additional client fields required by my organisation?
Can I search by these fields?
Yes,
the software has been designed to be flexible, you may add and modify client fields
and the statistics reports will automatically reflect the changes.
Can I place restriction on access to client data?
Yes,
CSM Flex has comprehensive Access Level options which determine, what records a
user may view, modify and delete.