Service Provider Portal

Client Management

Add, manage, refer, transfer, and archive client records.

Articles

• Add New Client Create a new client record and complete the required information.
• Archive Clients & Referrals Learn how to archive clients and referrals, restore archived records, and include them in search results.
• CaMS Integration Access CaMS client information, link portal accounts, and manage synchronized Employment Action Plan data.
• Client Profile Explore the Client Profile and learn about each tab, available actions, and related case management features.
• Client Profile: Overview Who can use this feature? The Overview tab provides a quick summary of the client’s key details, referral information, and recent portal activity. The tab is divided into several sections that help staff quickly understand a client’s background, communication preferences, and current engagement within the portal. Client Information The Client Details section displays the client’s […]
• Manage Clients Add new clients, update client information, and resend portal invitations to your clients.
• People Search, filter, and manage client, referral, and staff profiles from the People screen.
• Refer to Service Provider Refer clients to another service provider with supporting referral details and notifications.
• Transfers Submit, review, and manage client transfer requests between service providers.