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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
Recovering Deleted Items
Differences between Clients and Contacts
Adjusting your client's timezone