Add or Remove Advanced Directives from a 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. Go to the Client Search screen via Main Menu > Client.

  2. Locate and double click on the client using the search filters.

  3. Click Medical.

    Click Medical.

  4. Click the Thumbtack button under Advanced Directives.

    To add a new directive, click Add Text As New Template and enter the directive’s name.

    Click the Thumbtack button under Advanced Directives.

  5. Double click on the directive to be added.

    Double click on the directive to be added.

Directives may change with a patient’s recovery or condition. To remove a directive from a Client Profile:

  1. Go to the Client Search screen via Main Menu > Client.

  2. Locate and double click on the client using the search filters.

  3. Click Medical.

    Click Medical.

  4. Highlight the directive or duplicate to be removed in the Advanced Directives box and press Delete on the keyboard.

    Highlight the directive or duplicate to be removed in the Advanced Directives box and press Delete on the keyboard.

  5. Click Save.

    Click Save.