Updating Client Demographic Information

This guide provides a straightforward method for updating client demographic information, ensuring accuracy in client records. It offers step-by-step instructions for making edits from both the client chart and clients area, making the process efficient and user-friendly.

Noteable Support
9 steps

Mynoteable

Making edits to client demographics from the client chart.

Navigate to the Client Chart that you need to make adjustments for.

Click the edit pencil in the top right corner of the demographics box.

Click to enter/change information in the necessary fields.

Click "Save and Close"

Making edits to client demographics from the Clients Area.

Click "Clients"

Click the checkbox next to the name of the client that you need to make adjustments for.

Click the edit pencil that appears.

Click to enter/change information in the necessary fields.

Click "Save and Close"

Updating Client Demographic Information

Noteable Support
9 steps

Mynoteable

Making edits to client demographics from the client chart.

Navigate to the Client Chart that you need to make adjustments for.

Click the edit pencil in the top right corner of the demographics box.

Click to enter/change information in the necessary fields.

Click "Save and Close"

Making edits to client demographics from the Clients Area.

Click "Clients"

Click the checkbox next to the name of the client that you need to make adjustments for.

Click the edit pencil that appears.

Click to enter/change information in the necessary fields.

Click "Save and Close"