- Access:
- Participant and patient records at Manage, set by role in Settings → Roles
Step by step
- Enter the identifying details and save.
- Add funding, a care plan and documents from the record itself.
Tips
- Check for an existing record first — a duplicate client splits their notes and their funding across two files.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
