Adding Advanced Directives to the Client Profile

Advanced Directives can be added to the Client Profile by clicking into the box and adding text or by using a preexisting template. To add advanced directives to a client’s admission:

1. Navigate to the Client Search screen. Main Menu > Client 2. Locate and double click on the client using the search filters. 3. Click Medical.
4. Click Insert a Template. To add a new directive, click Add Text As New Template and enter the directive’s name.
5. Double click on the directive to be added.

• Zendesk Designer.5.log-1117815581.zip10 KB