Editing a Recipient Profile

When you need to make changes to a Recipient's personal information, you will need to edit the  recipient’s profile. 

  1. Start by selecting Recipients to open the drop-down menu, then select Recipient Management. 

                                                         

  1. Select the recipient by clicking in the blank space in the row of the recipient’s name to enter the recipient’s profile (do not select the plus sign to open the profile).  

          

  1. Select the pencil icon (), Add Contact, or three dots () to make edits.     

                 

  1. Edit the information and save the changes by selecting Save or Save Changes depending on the section. 

   

 

  1.  When editing an Address or Phone Number, select the three dots (), then select Edit 

                 A screenshot of the Client module page from Sandata EVV Enhanced. Three dots icon and the Edit button are highlighted. 

  1.       Update the information and select Save

 

A screenshot of the Client module page from Sandata EVV Enhanced. Save button is highlighted. 

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