A Client Profile contains detailed information on a specific client, including their registration information, prescription information, credit card details, and insurance policies. Access a Client Profile by selecting a client from the Clients module dashboard.
A Client Profile splits into 13 tabs: Overview, Orders, Prescription Periods, Registrations, Medical Profile, Prescriptions, Credit Cards, Call Logs, Email Logs, Complaints, Policies, Sales Channels, and Recurring Order.
When the user selects a Client Profile, the client's Overview tab opens by default.
The Overview tab provides a high-level summary of the client's registration status, prescription information, and order history. The seed-to-sale software tracks these important fields using a stoplight colour system, also known as Red-Amber-Green (RAG) status:
- Fields in green are approved/valid.
- Fields in yellow require attention.
- Fields in red have been cancelled, disabled, and/or require attention.
In the Notes section, click New to Create a Note about the client. This is helpful if a client has special needs to accommodate. For example, a deaf or hard-of-hearing client may be unable to communicate by telephone, so a CSR should add a note to indicate that this client prefers to communicate through email.
In the Documents section, click Generate to generate a Confirmation of Registration Document, a Confirmation of Registration Amendment Document, or a Confirmation of Registration Renewal Document. Click New to upload a new document.
Navigate back to the Clients module dashboard to Add a New Client.