This article demonstrates how to edit an individual client record.
A client’s details may need editing due to a change of name, postcode or gender, or due to a correction of the original entry.
Clients are created for an agency to allow the capture of demographics and individual assessments.
Instructions
Step 1. Log into your Community CI system.
The welcome page will be displayed.
Step 2. Click on the Clients link.
The Clients list will be displayed
Step 3. If required, search for the required client (refer to Search for a Client )
Step 4. Click the three dots on the right-hand side of the client and select Edit.
Client Details and Demographics are displayed in edit mode.
Step 5. Make changes to the client record as required.
Step 6. Click Update
Changes are saved successfully
