Managing Clients & Client's Data
In this part of the tutorial you'll learn how to add clients, how to add client's details such as demographics, insurance details etc. We'll also cover each section of client file and how to use it properly.
- Adding & Setting up a Client
- Managing Client's Demographics, Billing & Insurance and Files
- Managing Client's Clinical Data - Diagnosis, Allergies, Vitals and Medication
- Managing Client's Documentation - Notes, Forms, & Assessments
- Creating Treatment Plan/Timeline in Client File
- Creating Client Profiles in Omnipractice: Individual/Adult, Minor, and Couple.Managing different types of client profiles is easy with Omnipractice. Whether you're adding an individual, a couple, or a minor (child) and their guardians, the platform guides you through every step. Let's walk through the process of setting up each profile type, organizing your practice and client information efficiently.
- Changing Client Types From Individual to Minor or Individuals to Couple and Vice VersaLearn how to easily update client types—switching between individual, minor, or couple profiles—to best reflect your client relationships and improve your record-keeping.