Clients - General Information

Modified on Thu, 24 Oct, 2024 at 7:18 AM

OVERVIEW

This article covers the contents stored in the General Information section of a Client USER ACCOUNT.

General Information records basic profile data that helps provide easier management of services in Kawaconn.

Mandatory fields must be entered in order to Save the User Account.

Enter/Edit the following fields, where required.

Field Name	Notes
Name	Mandatory
From Booking Company	Mandatory Adding the Booking Company restricts the Client profile to be only viewable by Case Managers (with logins) from the selected Company
Title
Gender
Date of Birth	Dates are written in the format “dd Mmm yyyy” e.g. 20 Apr 1975
Account Reference Number
Mobile/Phone	Tick Receive appointment information via mobile if the Client is to receive automated SMS reminders of the upcoming appointment TEMPLATE_08 for in-person appointments TEMPLATE_08B for telehealth appointments TEMPLATE_CONSENT_REMINDER to sign the consent form for telehealth appointments NOTE: Only available if integrations with Twilio are established
Email	Tick Receive appointment information via email if the Client wants to receive automated email reminders of the upcoming appointment TEMPLATE_08 for in-person appointments TEMPLATE_08B for telehealth appointments (via video) TEMPLATE_08B_PHONE for telehealth appointments (via phone) TEMPLATE_CONSENT_REMINDER to sign the consent form for telehealth appointments
Address	Recommended to add if the appointment location is taking place at the client’s home address
Notes/Comments
Guardian	Tick Requires Guardian to direct communications for the Client to the Guardian