Diagnoses in the Client Profile

To add a new diagnosis to a client’s 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 Diagnosis.

4. Click the green + button.

   

5. Enter the diagnosis information.

   

6. Click Save.

To update or correct a diagnosis on a client’s 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 Diagnosis.

4. Double click on the diagnosis to be viewed.

   

5. Update the diagnosis information.

   

6. Click Save.

To remove an invalid or cured diagnosis from a client’s 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 Diagnosis.

4. Double click on the diagnosis to be removed.

   

5. Click Delete.

   

6. Click OK.

   

To view a diagnosis on a client’s 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 Diagnosis.

4. Double click on the diagnosis to be viewed.