As you might have already noticed, your Carepatron Workspace has both Clients and Contacts, and as you might be thinking, there is a difference between the two within the workspace. Below, we'll go over these differences and show exactly what each profile type consists of.
Clients
Clients are your patrons; they are the patients you will be providing service to, and whose information, documentation, appointment history, billing, etc., can be managed through your Carepatron workspace.
These clients are who you schedule appointments with; they have access to their upcoming appointments and any documentation shared with them through their Client Portal. You can also add tags and change their status as a lead to ensure proper lead management.
Contacts
On the other hand, contacts are not necessarily paying clients or patients; they are people who could be related to the client, another practitioner you usually refer patients to, or a client's parent or spouse, etc.
Contacts have limited capabilities compared to clients; their information is not stored in the client record, and there are no tags or statuses to track or modify.
Management of these contacts is much simpler; therefore, you'll notice a simpler view of their profile compared to a client's profile.
We highly recommend exploring all the capabilities available in your Carepatron workspace when managing clients, using the test client and contact profiles provided when you first sign up to Carepatron, to fully understand how these profiles differ.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.