No client showing in Support Coordinator

We still don’t have any clients under the Support Coordination menu.

In order for a client to appear under the Support Coordination client list so that you can start adding Case Notes you need to the following 3 things:

  1. Client Service Type must contain Support Coordination Client.
  2. You must allocate the Primary Support Coordinator to the Client Profile.
  3. You must create a Service Contract and add your Support Coordination Service Support.