Update information on the client intake form

Created by Rocky Webster, Modified on Fri, 12 Apr 2024 at 11:21 AM by Rocky Webster

1 - Navigate to the client record.


2 -  Click on Client details button. This will take you to the client intake form.




3 - Click on the Edit details button. 




4 - Make changes to any fields you wish to update.




5 - Click on the Update client button to save your changes.


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