Edit a Medical History Note on the Client Profile
Edit an existing note about a client’s medical
history on their client profile, using the following steps.
1. Open the Client Profile record
(click CRM in the menu, click Clients, then search for the client
profile you want).
2. Click Medical
History.
3. The Medical
History table is displayed. Under Action click Edit on the Note you
want to change.
3. When the Edit Medical History
screen displays, make the changes, then click OK.
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