Find and edit a client

This task card discusses the following:

  • Find a client
    • Method 1 – Client icon button
    • Method 2 – Go to search box
  • Edit a client
    • The Client profile screen
    • Edit Client details screen

Key highlights

  • Do not add any personal information into the Client ID and Tag fields.
  • Do not enter a client’s full address if it is a sensitive location such as a refuge or shelter.
  • Client and consent information is visible to the entire organisation and can be updated at any time.
  • If a client does not provide consent, staff will only see the Client ID and no other identifying information such as name, date of birth and address details will be visible.
  • Searching for a client can be completed by using either full or partial client information.
  • Refer to the Data Exchange Protocols to confirm which conditions, disabilities and impairments fall into which categories.

Watch a video on how to find and edit a client.



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