Customize your client record

The Edit Client Profile function is a fundamental tool within the EHR, allowing clinical staff to accurately and immediately update a client's core information. This process is essential because client data is dynamic, not static, and must reflect current reality for safe, accurate, and compliant care.

Guide to Editing a Client's Information**

1. Locate the Profile: Search for the client's name, open their main Demographics tab in the EHR and click on the Edit button.
2. Navigate to the relevant tab: For Address/Phone: "Patient Information" tab. For Policy Numbers: "Insurance & Billing" tab.
3. Save: Click "Save" or "Update Record". Do not exit before saving.