Health Records plus Notes & Documentation
Learn how to add, edit, and manage client information, including clinical notes and documentation, while maintaining HIPAA compliance in Carepatron.
12 articles
Written by Jamie Frew
Add a client
How do I create a client account?Written by Jamie Frew. Updated over a week ago
Capture a client note
How do you capture a client note?Written by Jamie Frew. Updated over a week ago
Customize your Client Record template
How do I change my client record fields?Written by Jamie Frew. Updated over a week ago
Send Client intake/enrolment
How do I send the intake/enrolment to my client?Written by Jamie Frew. Updated over a week ago
Edit a client's information
How do I edit a client's informationWritten by Jamie Frew. Updated over a week ago
Change client record to inactive
How do change a make a client inactive?Written by Jamie Frew. Updated over a week ago
Update or edit client relationships
How do I update or edit client relationships?Written by Jamie Frew. Updated over a week ago
Bulk Client Import
How do I import my clients?Written by Jamie Frew. Updated over a week ago
Add new Client
How do I add a new client?Written by Jamie Frew. Updated over a week ago
Add client relationship
How do I add a client relationship?Written by Jamie Frew. Updated over a week ago
Assign staff to a client
How do I assign staff to a client?Written by Jamie Frew. Updated over a week ago
Upload Client document
How do I upload a client document, photo, or file?Written by Jamie Frew. Updated over a week ago