We have implemented the “Client Reference Sheet” feature and it is now available for use in your agency. The Client Reference Sheet summarizes important client information that can be used in cases of emergencies or appointments.

Access
You can find the “Client Reference Sheet” at the top menu under the Report Tab

View Client Reference Sheet
If you want to view the sheet, simply click “Client Reference Sheet” link on the drop down menu under Report Tab
Choose the Client Name and the Client Reference Sheet will be displayed
You can download, save or print the Client Reference Sheet

Note
Please note, this report will only display the field headings if the field has data. This is required because some agencies will not want to see some of the information on the report.

Release Date: 11/15/2018