Caspen
  • Getting Started
  • Using Caspen
    • Calendar & Appointments
      • Appointment Management
    • Waitlist
    • Clients
      • Add Client
      • View Client
      • Edit Client
    • Billing
      • Invoices
        • Create Invoice
        • Delete Invoice
        • Void Invoice
      • Payments
        • Adding Payment to Invoice
        • Add New Payment
        • Refund Payment
        • Void Payment
    • Services & Categories
      • Add Services
      • Add Category
    • Contacts
      • Add Contact
      • View Contact
      • Edit Contact
    • Practice Setup
      • Update practice profile
      • Update user information
      • Organize user groups
      • Understand user roles
      • Add new locations
      • Archive Locations
      • Add more users
      • Availability setup
    • Settings
      • Account settings
      • Billing
        • Invoice settings
        • Taxes
        • Payment methods
      • Templates
      • Appointments
        • Cancellation Reasons
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  1. Using Caspen

Clients

What are Clients in Caspen?

A client is an individual or entity seeking healthcare services or medical assistance from a practice or facility. Clients typically include patients, their families, or organizations requiring medical services, and they engage with the medical business to receive care, treatment, or medical advice.

*Currently not available. ** You can modify the client terminology within the Settings -> Business settings. You can customise the terminology to Patient, Worker, Client, or Participant.

  • Add Client - Go to this section to add a new client.

  • Edit Client - Go to this section to edit a client.

  • View Client - Go to this section to view client details.

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Last updated 6 months ago