Removing an Attachment from the Client Profile

Removing an Attachment from the Client Profile

It may be necessary to remove an attachment from a Client Profile as they progress or recover. To remove an attachment:

1. Navigate to the Client Search screen.

Main Menu > Client

2. Locate and double click on the client using the search filters.
3. Click Documents.

4. Double click on the document to be viewed.

5. Click Delete.

6. Click Yes.

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