Client Management
- CHSP & HACC DEX Mandatory settings and Reporting
- Updating client package schedules
- Create Group Booking
- Multilingual Client Statements
- SIRS Reporting
- How to reactivate deleted clients
- Client Notes and Alerts
- How to process leaving clients from TurnPoint - Departing/Deceased clients
- VIDEO: How to place a Client on hold
- Adding new clients on TurnPoint
- A Clients Budget
- How to Search for a Client Budget
- Client bank details
- Clients Search
- Client Summary
- View or edit client