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Billing & Finance
Care Planning
Client Management
Adding Clients
Client Records
Client Communication
Getting Started
First Steps

Billing & Finance

Invoicing, payments, and financial reports

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Care Planning

Assessment, care plans, and progress notes

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Client Management

Everything about managing clients and their care

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Adding Clients

How to add new clients

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Client Records

Managing client information

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Client Communication

Messaging and notifications

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Getting Started

Learn the basics of using Allori platform

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First Steps

Initial setup and configuration

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Dashboard Overview

Understanding your dashboard

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User Profile

Managing your profile settings

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Staff & HR

Staff management, scheduling, and HR features

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Staff Onboarding

Adding and setting up staff

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Scheduling

Creating and managing schedules

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Timesheets

Recording and approving time

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Troubleshooting

Common issues and how to solve them

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