This section of Arranging Director provides an overview of the service information, vitals information, payment information, notes from staff, quick printing of forms, and a check list.

Open a record and navigate to Client Arrangement > Summary.

  • Click on ‘Show’ to display more information about vitals or payments.
  • Use the Notes section to add more information that may be relevant for staff accessing the client record. Once notes are added, click on ‘Save Notes’.

Frequently Used Forms

This handy tool will allow you to click on any of the forms listed on the right to open a PDF.

The form you open will contain any relevant information entered in the record; the form is automatically populated with information from record fields.

Check List

Check off any of the tasks that have been completed for this client. If you do not see a specific one required, enter it into one of the blank fields and click on the checkbox. Click on ‘Save Checklist’ below the list. You can control what items get listed in your check list. This is done through System Settings > Data Setup > Quickfill & System Data > click the Check List items category.

Other sections within the client record:

← Add New Client Vitals →

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