Careview Client Profile - Edit Medical History Note

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.

4.      The new changes apply to the Note.