Add or Manage Client Medical Information

On the Client profile there is a tab for you to add or manage Client Medical information such as their PCP, current medical conditions and medications, as well as a medical history if desired. 

You can either add and manage a Client's Medical notes during Intake or from their Client Profile after they have been converted. 

👉 Jump To [Add/Manage Medical Information] [Helpful Tips]

Add or Manage Client Medical Information

1. Navigate to the Clients Module in the left side menu.
2. Search for the Client.

3. Click the Client's name > Clinical tab. 
   
   
    

   
    

4. The Clinical tab allows you to enter in the following: 

   

    

5. Click Edit to add information to any of the sections. 
   • Be sure to click Save after you are finished editing! 
      

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Helpful Tips

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