This document will instruct users on how to navigate the upper tabs on the client record in the system.
The Personal Banner
a. Save the client record
b. Save and close the client record
c. Refresh the client record
d. Cancel and close without saving
e. Access clinical integration options
f. Add a new contact to the client record
g. Remove a contact from the client record
h. Add Photo
i. Clear Photo
j. Close and unpin the banner
The Enrollments Banner
a. Save the client record
b. Save and close the client record
c. Refresh the client record
d. Cancel and close without saving
e. Add an enrollment
f. Remove an enrollment
g. Close and unpin the banners
The Contracts Banner
a. Save the client record
b. Save and close the client record
c. Refresh the client record
d. Cancel and close without saving
Contracts
e. Add a new Contract
f. Remove a Contract
g. Copy Contract
h. Archive Contract
i. Unarchive Contract
j. View Contract
k. View Client Information Form
Service Locations
l. Add Service Location
m. Remove Service Location
n. Map Address
o. View/Edit Service Location
p. Propagate Service Location
The Services Banner
a. Save the client record
b. Save and close the client record
c. Refresh the client record
d. Cancel and close without saving
Service Contract
e. Add a contract service
f. Remove a contract service
g. Select All Service Calendar Week
h. Clear All Service Calendar Weeks
i. Distribute Weeks
Integration/Other
j. Enable/disable the service for use in Skills
k. Close and unpin the banners
The Notes & Issues Banner
a. Save the client record
b. Save and close the client record
c. Refresh the client record
d. Cancel and close without saving
e. Add new Note
f. Remove a Note
g. Add an attachment to a Note
h. Remove an attachment from a Note