Editing General Info for a Client

1. Access the Client Section

• Go to the > Client section in the left panel.

2. Select the Client

• Choose the client whose general information you want to edit.

3. Navigate to the General Tab

• Ensure you are on the General tab on the client's page.

4. Open the Edit General Info Modal

• In the General Info box on the left side, click on the pencil icon to open the Edit General Info modal.

5. Edit the General Information

• Update the required fields such as:

  • First Name

  • Last Name

  • Phone Number: Enter the phone number of the contact.

  • Email Address

  • Phone Number

  • Rendering Provider

  • Other relevant fields as needed

6. Save Changes

• Click the Save button at the bottom right of the modal to apply the changes.

7. Review Updated General Info

• The updated information will be reflected in the General Info box.