Understanding Client Form and Fields

Client ID
The Client ID is your practice's identifier for a client. It is a required 6 digits. The first two digits are the Client ID Prefix. The last 4 digits s...
Wed, 18 Jan, 2017 at 9:05 AM
What the Client Status options mean
FCPro assumes that the following Client Status definitions: Active: A Client who has had at least F-up 1 that is not Pregnant or Discontinued Archive...
Thu, 12 Jan, 2017 at 8:53 PM
How to use the Handle field
The client Handle field is to be used as a reference for a client without using their name. Names are locked out of sight until your PIN is entered, which a...
Wed, 18 Jan, 2017 at 10:08 AM
Client Notes
The Client Notes field is designed to be high-level notes about the client. For example, the client's preferred meeting time or special circumstances ...
Thu, 12 Jan, 2017 at 10:58 AM
Using the Journal
The Journal is for ongoing brief notes about your interactions or communications with a client that do not precisely "fit" in the Follow-Up form. ...
Thu, 23 Feb, 2017 at 10:19 AM
Selecting a Referrer
Referrers are those people or businesses from whom you receive client referrals.  Add/change referrers: User Profile, Application Settings tab. This lis...
Thu, 12 Jan, 2017 at 8:52 PM
Client ID Prefix
You can edit the default Client ID Prefix for your account in the User Profile, Application Settings Tab. For new accounts, the default prefix is 01. Fo...
Wed, 18 Jan, 2017 at 9:06 AM