How do I update a Client's name or Social Security Number once Her/his record has already been created in ServicePoint? : Pathways MISI

How do I update a Client's name or Social Security Number once Her/his record has already been created in ServicePoint?

Modified on: Sun, Oct 2, 2016 at 3:38 PM

Follow the steps below:

Look up client record.
Open the client's record.
Click on the Client Profile tab.
Click on the pencil icon next to the subtitle "Client Record".
Update the information.
Click the save button.

Always double check your changes by clicking on the Summary Tab.

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