Locate Clients Demographics

Client's demographics can be entered by you or you can request that your clients enter their demographic information securely via the client portal. Once client or you enter demographic information on the form it will be saved under the client's chart and you can view it, edit it, requested it again at any point.

Here are directions on ow to view client's demographic information:

Step 1: Click on Clients. 

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

Step 3: Next click on Client Details< Details.

Step 4: Here you can view demographics and if you need to edit any information, click on edit. Update information and click on Save changes.

Step 5: If you need to request demographics form the client again, click on Edit and mark require demographics and save changes.