Clients

Client Management with Orchard Stack

Orchard Stack offers a comprehensive solution for managing client relationships and deliveries effectively. Some key features include:
  • Easy-to-Use Client Records: Maintain organized and accessible client information to enhance communication and service delivery.
  • Flexible Order Scheduling: Allow clients to schedule their orders at their convenience, improving satisfaction and efficiency.
  • Dietary Needs Management: Cater to specific dietary requirements of clients, ensuring their needs are met and enhancing their experience.
  • Delivery Change Management: Provide clients with the ability to modify delivery details easily, ensuring flexibility and convenience.
  • Billing Management: Oversee and manage limited billing needs, including viewing account balances, past payments, adding payments, and printing mid-month statements.
These features collectively empower you to manage your clients more effectively, leading to improved service and client satisfaction.

Overview

Locating a Client

You can browse for clients using the Clients link in the blue navigation bar at the top or search for a client by name, phone number, or ID number using the search bar also at the top of the page.

Navigating a Client Record

The main page of a client record will list their key information, including:
  • Contact information
  • Delivery order
  • Dietary needs
  • Alternate contacts
The right side column lists the client’s next delivery, upcoming changes to their services, and a log of recent changes.
When in a client record, you can access the client management functions using the white navigation bar below the client’s name.
Here are the key actions you can perform on the client record:
  • Home: Return to the client record main page.
  • Edit: Modify client information, including address, contact details, delivery instructions, and billing info.
  • Meal Services: Adjust the client's delivery order and dietary needs.
  • Special: Create or edit a one-time change to a client's delivery order (e.g., two meals instead of one on a specific day).
  • Status Change: Update a client's status (e.g., Active to Inactive or Discontinued).
  • Stop: Create or edit pauses in a client's deliveries.
  • Deliveries: Manage records for previously received meals.
  • Register: Oversee a client's accounting history and balance.
  • Invoices: View previous invoices and/or create a statement for the client.
  • Notes: Manage case management or other notes related to the client.
  • Files: View or manage files stored on the client record (e.g., PDFs of service authorizations or intake forms).
  • Surveys: Manage assessments or surveys for the client.
  • Log: View a log of changes made to this client record.