Updating an Unknown Client

Updating an Unknown Client

1. Navigate to the Client section of the Visit Details screen. (Visit Maintenance > search for an open a visit ( )> Client)

2. Enter all applicable search criteria in the Find Client section of the screen.

Select the INCLUDE INACTIVE CLIENTS checkbox to include clients with a status of ‘Inactive’ in the search results.

3. Click the magnifying glass icon to search for a client.

4. Select a client.

5. Select the REASON CODE.

6. Select the RESOLUTION CODE.

7. Enter a REASON NOTE, if applicable.

Use the REASON NOTE field to add additional information about the visit. Some REASON CODES require a REASON NOTE.

8. Click Save.

A notification of confirmation or error displays at the top of the screen.

Add/Edit Client

Update Successful Confirmation