Health Records
Learn how to add, edit, and manage client information, including clinical notes and documentation, while maintaining HIPAA compliance in Carepatron.
22 articles
- Customize your client record
- Edit a client's information
- Import client data
- Adding a client
- Manage client relationships
- Assign staff to a client
- Manage tags
- Manage client status
- Client record fields
- How to export client information for record-keeping and reporting
- Recovering deleted items
- Differences between Clients and Contacts
- Adjusting your client's timezone
- Archiving Clients
- Merge clients
- Adjusting your client's language
- Import contact data
- Create client custom views
- Insurance policy intake form
- How to export client information for system migration
- How to export client data for compliance and audit purposes
- Improved client search