Update Client Information

Update Client Information

Tyler Schow 03.01.2016 Client Actions, Support Posts
  1. Select the client you’d like to update via the list on the calendar, or by doing a search.
  2. Selecting a client will take you to the Client Summary page. Click the “Edit” button next to the heading of the information you’d like to update:
    1. Demographics
    2. Insurance
    3. Notes
    4. Disclosures
  3. When finished click “Save” or “View Client” in the top-left of the client summary.