Opening a Schedule on the Client Profile

Opening a Schedule on the Client Profile

To see further information about a schedule when viewing a client’s profile:

1. Navigate to the Client Search screen.

Main Menu > Client

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

4. Use the filters and check boxes to select the starting and ending dates for the schedules to be viewed.

5. Click Refresh.
6. Right click on the schedule to be opened.

Click Open.

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