Edit a Plan Review record

To edit a Client Plan Review observe the following steps:

Select the Clients>Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited.
Either click on the edit button or double click on the Client record to open it within the Client page.
Using the vertical scroll bar, slide the client page until you reach the Plan Review panel.
Highlight and double click the Plan Review record to open it within the Edit Plan Review record page within the browser.
Update the record with your edits.
Edits may relate with the large narrative fields within the Overall Comments panel or the assignment of additional periods.
Click the SAVE button to update the plan review record.
Click the CLOSE button.

Delete a Plan Review record

Although not recommended, and you are referred to the notes on record deactivation, to delete a Client Plan Review record observe the following steps, off which there are two approaches available.

Deleting from the Plan Review data-grid

Select the Clients>Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited.
Either click on the edit button or double click on the Client record to open it within the Client page.
Using the vertical scroll bar, slide the client page until you reach the Plan Review panel.
Highlight the Plan review that is to be deleted.
Select the Delete icon located to the right of the record to present a pop-up screen
Select OK to confirm the deletion. The Plan review data-grid will automatically refresh.

Deleting from the Plan Review record

Refer to steps 1- 5 as listed above.
From the Plan review data-grid, highlight and double click on the plan review record to open the Edit Plan Review record page within the browser.
Select the DELETE button from the ribbon bar
Select OK to confirm the deletion.
Select the CLOSE button to exit the page

Activate and Deactivate a Plan Review record

To edit the activity status of a Client Plan Review record observe the following steps:

Select the Clients>Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited.
Either click on the edit button or double click on the Client record to open it within the Client page.
Using the vertical scroll bar, slide the client page until you reach the Plan Review panel.
From the Plan review data-grid, highlight and double click on the plan review record to open the Edit Plan Review record page within the browser.
To deactivate the Plan Review record select the Deactivate button, upon screen refresh the input fields will be disabled. The Deactivated plan review will be retained within the data-grid.
To activate the Client Plan Review record select the Activate button.
Once done, you can exit back to the Client profile.

Managing a Plan Review record

Edit a Plan Review record

Delete a Plan Review record

Deleting from the Plan Review data-grid

Deleting from the Plan Review record

Activate and Deactivate a Plan Review record