{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/5ade006166dd489b95e8c17b6ed49d29\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/5ade006166dd489b95e8c17b6ed49d29-c86a3f44bd881a88-full.jpg","duration":380.075,"title":"How to Create a New Client Journey","description":"This Loom explains why and how to create a new client journey in Dulata when a client returns for additional care. It describes how a journey stores notes, visit logs, and paperwork together, and how creating a new journey copies the client profile and contact information while allowing new labels, due dates, and notes. The presenter demonstrates reopening a completed journey for Rosanne to add BRIS support with a due date in September, and notes this can also be done directly from the archive without unarchiving. It also mentions that lead form submissions can automatically create a new journey and that duplicate journeys can be merged when first and last names match."}