How to Edit Clients Demographic Information

Step 1: Click on Clients.

Step 2: Click on icon of the eye next to the name of the client or start typing the name of the client in the top search bar titled Clients. Select the name and this will open the chart.

Step 3: Click on Clients Details< Details.

Step 4: Click on Edit.

Step 5: Make any changes or complete the  demographic form and click on Save Changes.

Important: You can request this information to be entered by your client. Check the option Request completion by the client and your client will be required to complete this form the next time signs in to the account.