In Rehab Guru, you can easily edit a client’s information, such as their name, email address, or permissions. 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
On the left hand side of the page, open the Details tab of the Clients profile.
Opening the Details tab in the Client 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 to apply them.
Remember to double-check the information before saving, especially when changing contact details or permissions.
By following these steps, you can quickly edit and update client information in Rehab Guru, ensuring your records remain accurate and up-to-date.