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The Summary tab contains a snapshot of the client’s information.
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Many agencies have the Summary Tab as the default tab when you click on the client’s name or search by the client’s ID number.
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The default tab can be changed to any tab in the client record Client Information section. However, this changes the default tab for all users in the agency – the system cannot change defaults per individual user. |
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There are some data entry moves you can make on this tab, such as adding an entry/exit, adding service transactions, or building a household.
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