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The clients listed on the landing page and what level of engagement you have with a Client’s individual profile are is based on permissions provided within your Role.

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  • Moving between clients from this page can be done within the drop-down option in the top left corner.

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Client Information Tab

The CLIENT INFO tab within a client’s profile provides different options specific to the client’s information.

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  • Contacts may have been inputted when the client was originally added to Rethink or can be added at a later time from this page.

  • See resource above for more information on adding contacts

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