Modifying client actions

You can modify a client action in the care plan.

1. Sign in to your account.
   Your home page opens.
2. To see your clients, from the Side Navigation Menu, select Clients > My Clients, or search for other clients.

   By changing the filters on My Clients page, you can change your client list view. For example you can apply a filter to view only your High Priority clients. Click Add Filter to add a filter and further refine your client list view by Name, Date of Birth, Priority, Programs, or Phone Number. When you filter by Name, you can search by Last Name, First Name to return a client record that exactly matches that name. If you do not know the exact details to search for, you can complete a partial search by entering one or more characters in the client's name. In this case, the search results might return multiple name records that contains the partial string or character that you entered. Special characters are supported in name searching, for example, you can search for the last name of O'Neill. Note that searching for ONeill will return O'Neill name records but a search for O' Neill (with a space) will not return O'Neill name records.

3. Click a client name.
   Their Summary View opens.
4. Click Plan > Plan.
5. Select Edit from the Actions menu of the client action.
6. Modify the following client action details, as needed.
   • Name: You can rename ad hoc actions but not library actions.
   • Assign To: Client actions are assigned to the client by default.
   • Start Date: Update the start date for the action.
   • Expected End Date: Update the expected end date for the action.
   • Category: Select an action category for reporting purposes.
   • Reason: Update the reason for the action.
7. Click Save.