Here you will find two ways to access a client file in order to consult it or to add information:
Firstly:
1. Click on the client's appointment for which you want to access the file or the record
2. Click on the Charting button under Client Balance
3. You are now in your client's file.
4. By clicking on Add Chart, you will be able to choose a chart to complete for this client.
Secondly:
1. Click on Clients
2. Select the desired client and then click on the client's file icon
3. You are now in your client's charting section.
4. By clicking on Add Chart, you will be able to choose a chart to complete for this client.