Managing Client Information with Additional Features

Persimmony allows you to manage client information using features like Contacts, Appointments, and Documents. 

Managing Client Contacts

Use the Contacts feature to store details about individuals associated with the client, such as caregivers or family members.

How to Add or View Client Contacts

1. Click Contacts within the Menu.

   • The number of existing contacts is displayed on the button.

2. Contacts pop-up will open.

3. To add a new contact, click New Contact and enter the contact’s information.

   • Use the red delete icon to remove contacts.

Managing Client Appointments

The Appointments feature shows scheduled Client visits.

How to Add or View Client Appointments

1. Click Appointments within the Menu.

   
   

2. Appointments pop-up will open.

   
   

3. Click New Appointment, fill out the form, and save.

   • Use the red delete icon to remove outdated appointments.

Uploading Client Documents

Upload and manage essential documents like consent forms and external medical records.

How to Upload Documents

1. Click Documents within the Menu

2. Documents will open

3. Click Attach Document to open the Upload Document pop-up

4. Select Click Here to choose a file from your device.
   Note: Ensure the file name contains no special characters, as this will prevent it from uploading.

5. Choose the appropriate Document Type and click Attach Document.

6. The uploaded document will appear on the Documents Page, where you can view, print, or delete it using the red delete icon.