Editing or Deleting Residency Information for a Client

Modifying client residency information is easily accomplished through the General Profile application.

Granted that you have proper permissions to edit a client’s demographic information, you must first select a client through either the Search application under the Case Manager application or by using the Search Clients search bar in the top right of the screen.

Once a client has been selected, navigate to the General Profile application in the main navigation menu.

Editing a Client Residence #

  • From the General Profile application, scroll down to the Residency section
  • Select the carrot menu
  • Select Edit this Residency
  • Make any updates desired
  • Press the blue Save button in the bottom left

Deleting a Client Residence #

  • From the General Profile application, scroll down to the Residency section
  • Select the carrot menu
  • Select Delete this Residency
  • Select Yes,┬áDelete Residency

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