Health Records
Learn how to add, edit, and manage client information, including clinical notes and documentation, while maintaining HIPAA compliance in Carepatron.
24 articles
- Dependent clients and their guardiansHow a dependent client works in Carepatron: who the guardian is, what a billing contact does, and where forms, invoices and bookings go.
- Customize your client recordHow do I customize my client record?
- Edit a client's informationHow do I edit a client's information?
- Import client dataHow do I import my client data?
- Adding a clientCreate a client record, choose whether they are an individual or a dependent, and invite the right person to the client portal.
- Manage client relationshipsLink family members, guardians and other contacts to a client, and decide who signs, who is billed and who gets reminders.
- Assign staff to a clientHow do I assign staff to a client?
- Add a diagnosis (DX) codeHow to add a diagnosis?
- Manage tagsHow do I create tags?
- Manage client statusHow do I change my client's status?
- Client record fieldsWhat are fields? How do I use client record fields?
- How to export client information for record-keeping and reportingHow do I export my client's data for record-keeping?
- Recovering deleted itemsHow can I recover deleted items?
- Differences between Clients and ContactsWhat is the different between clients and contacts?
- Adjusting your client's timezoneHow to change your client's timezone to send reminders that match their location
- Archiving Clients
- Merge clientsHow do I merge clients?
- Adjusting your client's languageHow to change your client's language to send reminders that match their preferences.
- Import contact dataHow can I import contact data?
- Create client custom viewsFilter the client list by tag, status, team or client type, choose the columns you need, and save the result as a view.
- Insurance policy intake formHow can I capture client's insurance policy?
- How to export client information for system migrationI want to export client data to move to another platform
- How to export client data for compliance and audit purposesI want to export client data for compliance
- Improved client searchWhat information can I use to search for a client in Carepatron?