Add or Remove a Service from a Client Profile

To add a new service 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 General.

   

4. Click the + button under Services.

   

5. Enter the service information.

   

6. Click Save.

It may be necessary to remove a service if it has expired or is no longer needed by the client. To remove a service:

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 General.

   

4. Double click on the service to be removed.

5. Click Delete.