A Shared Health Service
Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
Search in posts
Search in pages

Client Records

Table of Contents

1. Client Record

Search ClientGuideSeptember 12, 2022
Activate or Inactivate a Client
• Activating an Inactive Client Record
• Inactivating an Active Client Record
QRCJune 23, 2022
Create Client
• Points to Remember
• Create Client Record
QRCJune 23, 2022

2. Client Demographics

Client Demographics
• Points to Remember
• Update Health Region Organization
• Ethnicity Information
• Telephone Number
• Update Address
• Alternate Names
• Additional Identifiers
• Languages
• Email Addresses
• Online Names
QRCJune 23, 2022

3. Client Information

Education InformationQRCJune 23, 2022
Indigenous and Immigration Client Information
• Indigenous Identity
• Immigration Status
QRCJune 23, 2022
Health Providers & Service Delivery Location
• Points to Remember
• Health Service Providers
• Service Delivery Locations
QRCJune 23, 2022

4. Client Warnings

Client Warnings – RecordQRCJune 23, 2022

5. Clinical Notes

Clinical Notes
• Points to Remember
• Create
• Correct/Update
• Move
• Common Phrases
QRCSeptember 20, 2022

6. Merge Client

Request to Merge ClientRequest FormJune 23, 2022
Review – Client Merge
• Documentation Review Following Client Merge
GuideJune 23, 2022
Top Skip to content