Adding, editing, and deleting a client

Matthew Yarro Updated by Matthew Yarro

Adding a client

To add a client:

  1. Click Main Menu ().
  2. Click the Clients link.
  3. Click the Add client button.
  4. When the New client dialog opens, enter the client name, phone, email, and address.
  5. Click Create.

    Important: Clicking Close (X) closes the New client dialog window without saving the new client.

Editing a client

To edit a client:

  1. Click Main Menu ().
  2. Click the Clients link.
  3. Click Edit client () for the selected client.
  4. Make any changes to the client name, phone, email, and address.
  5. Click Save.

    Important: If you click Close (X) to close, the Edit client dialog closes without saving any changes. 

Deleting a client

To delete a client:

  1. Click Main Menu ().
  2. Click the Clients link.
  3. Click Edit client () for the selected client.
  4. Click Delete ().
  5. When the confirmation dialog opens, click Yes.

    Important: If you click Close (X), the Edit client dialog closes, and the client is not deleted.

How did we do?

Client-patient view

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