Update an Unknown Client

To update an unknown client:

1. Go to Visit Maintenance and search for and open a Visit.

   Click the Edit icon, and then click the CLIENT button.

2. Enter all applicable search criteria in the Find Client section of the screen. Select the INCLUDE INACTIVE CLIENTS checkbox to include clients with a status of Inactive in the search results.

3. Click the magnifying glass icon to search for a client.

4. Select a client.

5. Select the REASON CODE.

6. Select the RESOLUTION CODE.

7. Enter a REASON NOTE, if applicable. Use the REASON NOTE field to add additional information about the visit. Some REASON CODES require a REASON NOTE.

8. Click SAVE.

   

9. A notification of confirmation or error displays at the top of the screen.