Modifying client types

You can update the name of a client type. Providers use client types to choose which types of individuals are eligible for their resources.

About this task

Providers can select a client type when creating resource groups and care teams can filter by client type when they search for services with available resources.

Procedure

  1. Sign in with your administrator credentials.
    Your home page opens.
  2. Click Care Planning > Services, then select the Resources tab.
  3. From the Actions menu of a client type, select Edit.
    The Edit Client Type page opens.
  4. Enter a unique name.
  5. Click Save.
  6. To hide a client type, from the Actions menu of a client type, select Hide.
  7. To show a client type, from the Actions menu of a client type, select Show.
  8. To reorder the sequence of client types, click Reorder. Drag and drop the client types to position them in your preferred order.