Locate the client's record using QuickFind. See more information on QuickFind.
Click the EDIT button in the upper right corner of the General Information window to open the screen below showing the General information previously entered for the client. Change whatever is necessary to update the client’s record.
A useful field is the ‘Attention Flag’. This blue bar is always visible across the top on the client’s record. This can show her maiden name or any other FYI.
Phone numbers can be accessed and changed by clicking the top line Phones tab.
Previous Pregnancies can be edited by clicking that tab.
Demographics can be accessed and changed by selecting the Demographics tab.
Click the Save button when changes are complete to return to the Client Record screen.