Removing an Attachment from the Client Profile

While visits can be edited to reflect changes such as reschedules, staff member issues or billing complications, occasionally it is necessary to cancel a visit entirely.

To cancel a visit:

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.

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