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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
QRCMarch 8, 2023

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
QRCMarch 8, 2023

3. Client Information

Education InformationQRCJune 23, 2022
Indigenous and Immigration Client Information
• Indigenous Identity
• Immigration Status
QRCMarch 8, 2023
Health Providers & Service Delivery Location
• Points to Remember
• Health Service Providers
• Service Delivery Locations
QRCMarch 8, 2023

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
GuideMarch 8, 2023
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