Editing client info is important because it ensures records stay accurate and up to date, reducing errors in communication, billing, and care. It also allows you to adapt quickly to changes in a client’s circumstances, maintaining efficiency and trust.
Editing a client record
Follow the steps below to update a client record:
Navigate to the Clients page
Go to the Client record you would like to edit.
Select the personal information tab and edit the section you would like to update.
Complete the update and click 'Save changes'.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.