All Collections
Health Records
Learn how to add, edit, and manage client information, including clinical notes and documentation, while maintaining HIPAA compliance in Carepatron.
14 articles
Customize your Client Record
Edit a client's information
Import client data
Add a Client
Manage Client Relationships
Assign staff to a client
Add a Diagnosis (DX Code)
Manage Tags
Manage client status
Client Record Fields
Exporting Client Data
Importing Clients to Carepatron
Recovering Deleted Client Records
Differences between Clients and Contacts