Client records and caseload

Client records are the center of clinical work in Reinfora. Each record holds demographics, care team assignments, programs, session history, documents, and tasks relevant to that client.

Administrators and clinical leads assign primary and supporting staff to clients. Caseload views help supervisors monitor capacity and coverage across the team.

• Keep client assignments current so notifications and tasks reach the right people.
• Use task boards to track follow-ups, authorizations, and documentation deadlines.
• Store signed consents and required acknowledgements in the client document area.