<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/5ade006166dd489b95e8c17b6ed49d29&quot; frameborder=&quot;0&quot; width=&quot;1920&quot; height=&quot;1440&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>1440</height><width>1920</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>1440</thumbnail_height><thumbnail_width>1920</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/5ade006166dd489b95e8c17b6ed49d29-c86a3f44bd881a88-full.jpg</thumbnail_url><duration>380.075</duration><title>How to Create a New Client Journey</title><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.</description></oembed>