Careview - Client Funding

Delete a Delivered Service

Use the following steps to delete a Delivered Service record.

1.        Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want).

2.       In the Client Funding table, click Open on the Service Contract to which you want to delete a Delivered Service.


3.       In the Delivered Services table, under Action, click on the Edit icon for the service you want to remove.



4.      The Edit Delivered Service screen for the selected Delivered Service displays.  Click Delete.



5.      The following prompt displays. Click Confirm to delete the Delivered Service record.



6.       The Delivered Service record is deleted.