Total Clients
0
Registered individuals
👥
Active Programs
0
Running now
📅
Pending Tasks
0
Need action
📋
Unbilled Lines
0
Awaiting billing
💳
Recent Clients
Pending Tasks
Approvals Expiring Soon
Within 60 days
| Client | Phone | Status | Programs | Approvals | Last Activity |
|---|
← Back to Clients
Overview & Approvals
Activity
Billing
Contacts
← Back to Programs
Client Roster & Intake Tracking
Deposit, registration, billing per client
| Client | Deposit Rec'd | Deposit Amt | Registration Rec'd | Agency | Service Type | Hours | Rate | Total | Billed |
|---|
| Client | Program | Agency | Service | Hours | Rate | Total | Status |
|---|
📧 Microsoft 365 / Outlook
📬
Connect Outlook
Sync emails to auto-log on each client's activity timeline.
📞 Phone System
Connect your phone system to auto-log calls on client timelines.
📱
RingCentral
VoIP / Cloud
☎️
Vonage
Business
🔷
Twilio
API-based
All Communications
CareFlow CRM
New Client Registration
Complete all sections. Fields marked * are required.
1
Client Information
2
Contact Information
3
Insurance & IDs (Sensitive — restricted)
Encrypted, staff-only
4
Primary Contact / Guardian
5
Agency & Services
6
Notes