Add an Address to Client Profile

In some situations, a client’s primary address may not be their current or billing address. To add a new address to the client’s admission:

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

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

  3. Click Personal.

    Click Personal.

  4. Click the + button.

    Click the + button.

  5. Enter the new address. Click Set as Current if this is the client’s new primary address.

    Enter the new address. Click Set as Current if this is the client’s new primary address.

  6. Click Save.

    Click Save.