Edit client information

Learn how to edit client information.

James avatar
Written by James
Updated over a week ago

You can use the search function to find the patient's owner / client you want to update.

From the client card, use the 3 dots from the right corner to update client information or manage client alerts. Update the desired information and click save.

πŸ“Œ The client alerts can be updated directly from the Health Card or the edit form.

πŸ“Œ You can easily add new client notes or update the existing ones from the client card, by clicking on the purple button.

All the edits are tracked so you can easily check who updated the information and when (even the updates done by the client). Read more about it here πŸ‘‰

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