The Client Maintenance function allows you to change the client status or update the client's personal information.
To access the client maintenance function:
1. Search for the desired client using one of the search options in the Searching for a Client page, and click the Search button.
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· If a search is performed using the client’s full name, card number, or case number, the Case Information - Client Tab page displays for that client when there is an exact match. · If a partial name search is performed, the Client Search Results page displays. To display the Case / Client List page, click the name link for the desired client. |
2. In the Client Search Results page that displays, click the name link for the desired client.
3. In the Case / Client List page that displays, click the Case # link. The Case Information - Client Tab page displays and displays the client information.
You can perform the following tasks:
