Editing a Clients Details

The Daisy Client Screen shows the client's personal details, including their name, address, contact details, and demographic information about the client.

This information is held a single time for each client, regardless of the number of cases they have with us, open or closed. When updated, the information is updated across cases, so it only shows the latest view of their information.

The client details section is split into two areas: basic client information and a client profile containing more detailed information.

Both can be updated when needed by clicking the "Edit details" link at the top of the left-hand menu.

This takes you to a data entry screen, where you can update the fields and then click SAVE. These are all the same fields that were available when the client was added to the system.