Creating a New Client Demonstration

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Welcome to the Editing Client Details demonstration.

To edit client details, enter the Reception screen.

Select the client whose details you need to edit.

Select the Client Details button to open the Client details Screen.

Select the Edit the current record button. Select Details. This will activate the fields within the details screen, allowing you to make changes.

You can make changes to the client details by going through the various tabs.

In the Physical Attributes tab you can upload a client's photo and record his or her physical description. In the Various Factors tab you can access Contributing Factors, Behavioural Risk Factors, Risk of Homelessness, and Life Events.

In the Emergency Contact tab, you can indicate a client's emergency contact person. To do this you must create a People record for the contact.

The Housing tab allows you to record the client's current and past housing.

In the Employment/Income tab, you can record a client's employment status or his or her reason for not working. You can also view a client's sources of income.

In the Miscellaneous tab you can view and record other client information such as a vehicle description, current conflicts and signature sample. It is here that you can mark a client as Hidden.

Once you have made the necessary changes to the record, use the Save Changes button to save the information in all tabs.

This is the end of the Editing Client Details demonstration.

Return to Editing Client Details

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