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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