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Client Leads: Client Files
Please view the attached PDF on how to add Client Files to a Client Lead.
Assign Client Lead
To assign a client lead to a staff member in SMARTcare, follow the steps below: Using the SMARTcare dropdown at the top right of the screen, hover over Clients. Within the Clients dropdown, select Client Leads. If the client lead you are assigning is ...
Convert Client Lead to Client
To convert a client lead into a new client in SMARTcare, follow the steps below: 1. Access the Client Leads area found in Menu > Client > Client Leads 2. Locate the client lead you would like to convert to a client in the client leads table or ...
Add/Schedule Client Tasks
To add/schedule client tasks in SMARTcare, follow the steps below: Under Menu > Client > Client Management, select the client you would like to add tasks for by clicking on their profile picture. This will open their Client Profile. Scroll down to ...
Add New Client
Want to keep track of all your clients within SMARTcare? Not a problem. To add a client in SMARTcare, follow the steps below: Using the Menu dropdown at the top right of the screen, hover over Clients. Within the Clients dropdown, select Client ...