In Rehab Guru, you can easily edit a client’s information, such as their name, email address or notification preferences. Follow these steps to update a client’s details.
Step-by-Step: Editing a Client
Navigate to the Clients page and find the client you want to edit.
Click on the blue View button next to the client’s name.
Accessing the client profile by clicking the View button
Select Details from the left-hand menu in the client’s profile. It’s the first option. On a smaller screen, these options show as tabs across the top of the profile instead.
Opening Details in the client’s profile
You can now edit any relevant details in the client's profile, including Notification Preferences.
Once you have made the necessary changes, click Save details to apply them.
Remember to double-check the information before saving, especially when changing contact details.
By following these steps, you can quickly edit and update client information in Rehab Guru, ensuring your records remain accurate and up-to-date.