Editing a Consumer's Client Information/Face Sheet

by Matt 2. September 2009 07:30

Editing a Client Information sheet is the same process as editing any other form. To do this, complete the following:

  1. Go to the Consumer section of the website
  2. Find the consumer, open the consumer by clicking the magnifying glass beside the name
  3. Once the patients information is up, click on Documents at the top
  4. Find the Client Info sheet and click Edit Form out to the right of it.

    -or-
  1. Go to the Add Session screen
  2. Select the Unique ID
  3. Select the Client Information/Face Sheet form
  4. Click Continue
  5. It will warn you that the Unique ID already exists
  6. Click OK, and you will see the Consumer's current information

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Consumers | Forms