How to edit client information

In this document, we are going to take a look at how to edit client information from an interview after it has been completed. This is something that needs to be done from time to time on the off chance some information needs to be corrected.

To edit client information, simply click on the Review and Edit Client Interviews link shown here.

For this example, we need to change a client’s daughter’s name because it was spelled incorrectly previously. To do this, we are going select Malcolm Reynolds in this drop-down menu here and then click Continue.

The following page contains a list of links that will allow you to edit client information in a number of ways. We need to edit the client’s daughter’s name, so we are going to select the Review / Edit Children link.

From the following screens, you can make the changes your document requires.

Click Continue once you are satisfied with your changes. Your changes will be reflected thusly in the following screens.

Click Continue to return to this screen.

Once complete, you can click Save and get this prompt here.