Client Goals are added to the client’s profile from within the Client Profile. In the Managers tab from the main menu, click on the Client Manager menu item. Next, click the name of the client that you wish to add goals for. Once you are in your client’s profile, click the Client Goals tab in […]
Category Archives: Client
How do I see how many service authorizations units my client has left?
You may view your Authorization Units in 4 places. Under Managers > Service Authorizations in the main menu, you may view current auths, even if you do not have access to add them. You may also go to a Client’s Profile by accessing Managers > Client Manager > Current Authorizations in the main menu. You […]
