24 Office Management WinCHAP User’s Manual
3.3.1 Using the Client-Patient Window
In the Client-Patient window you can store detailed client information including
contact information, insurance information, and the type of hearing loss.
Figure 3.3.1—The Client-Patient window
3.3.1.1 To enter a client record
1. Enter the Client-Patient window by clicking the Client-Patient icon in the
left column of the Office Manager. window See Figure 3.3.1 for a view of
the Client-Patient window.
2. Click
New in the top left corner of the window. This will open a new
record.
Note: If you are starting with a blank database, you will automatically be
in a new record.
3. Enter the first name and last name of the client (required fields) and any
other desired information.
4. To add a picture to the client’s record, see Section 3.3.6.6.
5. Click
Save to save the record.
