Capture client information
Capture client details, from an initial enquiry through to ongoing updates and communication.
- Manage duplicate allied health client records
- Processes tab on an allied health client's record
- Lumary AH accounts and contacts
- Capture an allied health enquiry
- Capture an allied health referral
- Create an allied health client record
- Add a process to an allied health client’s record
- Remove a process from an allied health client's record
- Alert allied health workers to important client information
- Waitlist an allied health enquiry or referral
- Add tags to an allied health enquiry
- Waitlist an allied health client from the client's record
- Find and view all files associated to an allied health client
- Add tags to an allied health waitlist
- Find an available matching therapist for an allied health waitlist or enquiry