Loading a Previous Client

In order to load a previous client, after the password

From the Main Menu screen:

Click  Demographics

As the client is already saved in the software database, you do not need to type the client’s name in the Patient Name area, nor add any information

As we have already mentioned, for GDPR standards, the list of clients is hidden. If you wish to view the clients you can click on “show patients

Click Search for Past Client

A prompt will come up telling you to “Please type the name of the client, then press Enter”

please type the name of the client and press enter

The details of your selected client will appear.

It is recommended that you review the SOC Index questionnaire at each session to record any changes that may have occurred since the previous session.

To record the new changes, please see Modifying the SOC Index of a Previous Client.