Getting started with configuration

As an administrator, get started by configuring some fundamental items for care teams. Care teams can then enroll a client in a program, run questionnaires and assessments, capture client data, set up a care team, create a care plan, and assign some care team tasks. User accounts must exist for users before you can configure their details.

Overview of Administrator  workflow with hover help and clickable links Configuring Configuring Configuring client data Configuring care teams Configuring for supervisors Configuring organization names