Shepherd offers the ability to assign a client type classification to client profiles. This supports additional client categorization within reporting for added analytical capabilities as well as ease of client type reference when viewing profiles.
Client type assignments and usage is optional.
Configuring Client Types
Client Type options can be configured by following: Admin -> Clinic Settings -> Settings -> Client Types.
Use the +Add New button to create a new client type. You'll be asked to define a client type name.
Applying Client Types
Once you've prepared a Client Type list, you can begin assigning these to client profiles. The client type field is accessible from within the general information details of the client profile.
Client Types + Reports
Both the client report and accounts receivable reports offer client type details.