Persimmony Support

Activities Overview and Navigation The Activity List section of the Client Profile allows you to add, edit, delete, and review Client Services, Assessments...

Adding and Managing Family Members This article explains how to add, link, and unlink Family Members within the Client Profile. It includes steps for enter...

Managing Client Assessments View, add, edit, and manage assessments for your Clients. Assessments include screening tools (e.g., ASQ) and intake forms that...

Managing Client Information with Additional Features Persimmony allows you to manage client information using features like Contacts, Appointments, and Doc...

Managing Client Group Activities The Client Group Activities screen allows you to manage Groups of Clients, create Activities, and organize Client particip...

Managing the Client List The Client List allows you to search, sort, and manage clients. This article explains the main features of the Client List and how...

Client Profile Overview and Navigation The Client Profile is your starting point for managing client records. This is where you can update client informati...

Managing Client Services The Client Services feature allows you to track and manage Services provided to Clients. Viewing Client Services Services appea...

How to Set Up Agencies to Accept Referrals To ensure that your agencies are configured correctly to accept referrals, please follow the steps outlined belo...

To create a new user for Persimmony First 5: 1. Select Security. 2. Select +New User. 3. Check the Current Fiscal Year. 4. Choose the Agency from th...