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  3. Capture client information

Capture client information

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Capture client details, from an initial enquiry through to ongoing updates and communication.

  • 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
  • Waitlist an allied health client from the client's record
  • Waitlist an allied health enquiry or referral

Add care information

  • Add associated contacts for allied health
  • Add allied health personal identifiers
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