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Client Lifestyle

  • August 13, 2025
  • 0 replies
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Ensora Education Team
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Follow the steps below to capture information on your client's lifestyle.

  1. Hover over the Managers tab in the navigation bar and select Client Manager from the drop-down.
  2. Select appropriate Client.
  1. Scroll down and click LifeStyle from the Family/Lifestyle section of the left menu.

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  1. Select Yes or No for each question related to the client's lifestyle. 
  2. Type notes in the text field if needed.
  3. Click Update to save your answer for each question.
  4. Click View History for each question to see previously entered information.

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