CM Lite - This article explains how to access a client's summary, which contains an overview of the client's details.
The client summary is auto-generated and kept updated with the client's basic details as any changes are made to the client's record. This document can be given to a service provider that may need to provide care for the client.
To download a client summary:
- Click the Clients tab.
- Open a client's record page by clicking on their first name.
- Scroll down to the Files section and select the Download button next to the client summary.