How to use Reviews

You can add review dates for clients by selecting the client, and navigating to Manage> Reviews.

You'll see a number of tabs;

"Next Reviews" will show you any upcoming reviews you have for the client.

"Completed" will show you any past reviews which are now complete

"Calendar View" will show the past and future reviews in a calendar form.

If you wish to add a new review, you can click "Add a Review" in the top right on this screen.

If you wish to link a given review to a particular case, click "Add/Link Case" and you'll be prompted to choose a case to link to.

You can also see all client reviews under Client MI, split into both Primary Clients and All Clients, shown below;