{"id":52,"date":"2019-11-26T16:07:25","date_gmt":"2019-11-26T16:07:25","guid":{"rendered":"https:\/\/www.betterimpact.tv\/ci-trialguide\/?page_id=52"},"modified":"2019-12-18T16:24:13","modified_gmt":"2019-12-18T16:24:13","slug":"03-client-profile-introduction","status":"publish","type":"page","link":"https:\/\/www.betterimpact.tv\/ci-trialguide\/03-client-profile-introduction\/","title":{"rendered":"03 &#8211; Client Profile Introduction"},"content":{"rendered":"<p><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/380283985\" width=\"1280\" height=\"720\" frameborder=\"0\" allow=\"autoplay; fullscreen\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: center;\"><span class=\"col col_name\"><br \/>\n<\/span> <span class=\"col col_shortcode\"> <a class=\"maxbutton-42 maxbutton maxbutton-back-to-2c-part-2\" href=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/02c-client-application-form-preview-part-2\/\"><span class='mb-text'>BACK<\/span><\/a> <a class=\"maxbutton-12 maxbutton maxbutton-go-to-3a-pt-1\" href=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/03a-client-profile-add-manually-part-1\/\"><span class='mb-text'>NEXT<\/span><\/a> <\/span><\/p>\n<div id=\"accordions-147\" class=\"accordions-147 accordions\" accordionsdata={&quot;lazyLoad&quot;:true,&quot;id&quot;:&quot;147&quot;,&quot;event&quot;:&quot;click&quot;,&quot;collapsible&quot;:&quot;true&quot;,&quot;heightStyle&quot;:&quot;content&quot;,&quot;animateStyle&quot;:&quot;swing&quot;,&quot;animateDelay&quot;:1000,&quot;navigation&quot;:true,&quot;active&quot;:999,&quot;expandedOther&quot;:&quot;yes&quot;}>\r\n                <div id=\"accordions-lazy-147\" class=\"accordions-lazy\" accordionsId=\"147\">\r\n                    <\/div>\r\n\r\n        <div class=\"items\"  style=\"display:none\" >\r\n        \r\n                <div post_id=\"147\" itemcount=\"0\"  header_id=\"header-1574785869030\" id=\"header-1574785869030\" style=\"\" class=\"accordions-head head1574785869030 border-none\" toggle-text=\"\" main-text=\"CLICK TO VIEW TEXT\">\r\n                                            <span id=\"accordion-icons-1574785869030\" class=\"accordion-icons\">\r\n                            <span class=\"accordion-icon-active accordion-plus\"><i class=\"fa fas fa-chevron-up\"><\/i><\/span>\r\n                            <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fa fas fa-chevron-down\"><\/i><\/span>\r\n                        <\/span>\r\n                        <span id=\"header-text-1574785869030\" class=\"accordions-head-title\">CLICK TO VIEW TEXT<\/span>\r\n                                    <\/div>\r\n                <div class=\"accordion-content content1574785869030 \">\r\n                    <p>If you utilize the online application form client profiles will be automatically generated when the applicant submits their form.\u00a0 Client profiles can also be added manually by an administrator. \u00a0 Once a client profile has been entered, organizations can define their status in whatever way meets their needs.\u00a0 The following status options (and generalized definitions) are listed below: \u00a0 <strong>Applicant <\/strong>\u2013 clients who have completed the application form, but you haven\u2019t looked at yet <strong>In Process<\/strong> \u2013 clients who you have started to onboard, but there is still more work to do <strong>Accepted<\/strong> \u2013 active clients requiring\/obtaining services <strong>Inactive <\/strong>- clients who do not require services for a period of time, but are expected to return <strong>Archived<\/strong> \u2013 no longer a client and in all likelihood, not coming back (encounters, contact info and custom fields remain in their profile). <strong>Removed<\/strong> \u2013 only logged encounters and feedback remain in your system \u00a0 There are also many functions that can be performed from within a client profile, some of which include communicating directly with a client, creating connections with volunteers, running individual reports and logging encounters.<\/p>                <\/div>\r\n            <\/div>\r\n\r\n\r\n    \r\n                <\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-52","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/pages\/52","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/comments?post=52"}],"version-history":[{"count":0,"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/pages\/52\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/media?parent=52"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}