Client Records
1. Client Record
| Search Client | Guide | September 12, 2022 |
| Activate or Inactivate a Client • Activating an Inactive Client Record • Inactivating an Active Client Record | QRC | June 23, 2022 |
| Create Client • Points to Remember • Create Client Record | QRC | December 10, 2025 |
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 | QRC | March 8, 2023 |
3. Client Information
| Education Information | QRC | June 23, 2022 |
| Indigenous and Immigration Client Information • Indigenous Identity • Immigration Status | QRC | March 8, 2023 |
| Health Providers & Service Delivery Location • Points to Remember • Health Service Providers • Service Delivery Locations | QRC | March 8, 2023 |
4. Client Warnings
| Client Warnings – Record | QRC | October 7, 2024 |
5. Clinical Notes
| Clinical Notes • Points to Remember • Create • Correct/Update • Move • Common Phrases | QRC | September 20, 2022 |
6. Merge Client
| Request to Merge Client | Request Form | June 23, 2022 |
| Review – Client Merge • Documentation Review Following Client Merge | Guide | March 8, 2023 |