ON-DEMAND CUSTOMER TRAINING

Practice Management

Creating a client

How to create a new client within the Raven Health application

Creating a staff member

How to create a new staff member within the Raven Health application

Assignment of Clients to Staff or Staff to Clients

How to assign or un-assign clients to specific staff or staff to specific clients within your organization.

Assigning programs to a client's treatment plan

How to assign programs to a client's treatment plan from the Programs space.

Tagging Related Services to your Client and Staff Cards

How to assign related service tags to your created client and staff cards, making it easier to organize staff-provided services and services clients receive in your organization.

Entering a Client Organizational Note

How to enter a client-specific organizational note within their summary tab.

Editing/Archiving/Deleting - Staff and Clients

A brief overview of the editing, archiving, and deleting functionality within the client and staff space.

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