improved
Care Recipient Updates
Overview
We’re rolling out a set of changes that tighten up our terminology and streamline how you create and manage people in the portal. “Care Recipients” are now “Clients” across the platform, and we’ve overhauled the client creation and editing experience to be faster, clearer, and less error-prone.
What's New:
1. "Care Recipients" are now "Clients"
Platform-wide rename in navigation, tables, filters, forms, exports, notifications, and settings. There will be no loss of data; it has just been renamed.
2. No more auto-service on client create
Adding a client creates just the client. Services are added later—when there’s an actual service to provide.
3. Segmented Edit Profile sections
The client profile is segmented into clear sections for Basic Details and Demographics to avoid accidental changes to fields.
4. Sales entry only when adding a service:
The Sales channel won’t populate on client create. It appears only after you add a Service to that client.
Why this matters
- Data quality: No more phantom services or premature sales pipeline entries.
- Team speed: Sectioned editing reduces context switching and accidental edits.
- Industry alignment:“Client” is clearer for staff and aligns with industry terminology
Screenshots
Client Profile
Segmented Edit Profile
