Modifying comments clusters

Update the comments cluster in your client data type so the correct information is displayed for care team members.

1. Sign in with your administrator credentials.
   Your home page opens.
2. Click Client Data
   The tabs in the Client Data library contain a list of configurable and non-configurable client data types. Configurable data types are displayed by default.
   Open a draft version.

   • If an In Edit version exists, click the client data type name to open the In Edit version.
   • If no In Edit version exists, select New Version from the client data type row level Actions menu to create an in-edit version.
3. Click Metadata tab > Comments cluster Action menu > Edit .
   The Edit Comments Cluster page opens.
4. Enter the label of the cluster.
5. Select the On Create checkbox to display the comments cluster on the create page of your client data type. By default, the checkbox is selected.
6. Select the On View checkbox to display the comments cluster on the view page of your client data type. By default, the checkbox is selected.
7. Select the On Modify checkbox to display the comments cluster on the modify page of your client data type. By default, the checkbox is selected.
8. Click Save to update the comments cluster in the client data type page.