Editing a Client Record

  1. From your home screen, search the client you are looking to edit. You may select filters that consider 'All', Prenatal, Postpartum, GYN or Archived clients
  2. After clicking the client's name, you will see that there are 7 sections in the 'Overview' menu. Each section can be expanded or collapsed by clicking the arrow next to it

  3. You can edit information by clicking on the small green box to the far-right of the section's title. This will be the case for all sections with the exception of 'Alerts' and 'Problems', which will be covered in a separate help document
  4. Click 'Save Changes' when you are satisfied

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