Client Management Overview

Client Management is the starting point for finding and maintaining the people your organization serves. Use it for identity, contact information, household details, relationship history, notes, tasks, and the links to deeper work such as intake, cases, and visits.

For Love INC-style assistance work such as requests, needs met, referrals, vouchers, and gap ministries, use Love INC: Community Assistance. The same person may appear in both contexts, but the work being tracked is different.

What belongs in Client Management

• Client identity and contact details.
• Household and family information.
• Communication preferences.
• Notes, tasks, calls, and attachments.
• Relationship history across appointments, intake, cases, visits, services, and giving where permissions allow.

Common workflow

1. Search for the client before creating a new record.
2. Confirm contact details, household information, and preferred communication method.
3. Review related history before adding new intake, case, or visit records.
4. Use notes and tasks for follow-up that should stay connected to the client.

Where to go next

• Use Intake when you are collecting first-visit or pre-service information.
• Use Case Management when you are tracking ongoing care across time.
• Use Visits when you are documenting what happened in a specific appointment or service interaction.

Privacy reminder

Client records may contain sensitive personal, medical, contact, or financial information. Follow your organization's privacy policy before viewing, entering, discussing, or exporting client details.