Summary Tab
- Desiree Perry
Owned by Desiree Perry
The Summary tab contains a snapshot of the client’s information. 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.
The default tab can be changed to any tab in the 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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