You can change a contract in CallConfirmLive!, that updates care details to reflect changes in a client’s needs or arrangements.
To change a client contract, follow these simple steps.
Click Clients, then enter the details in the search.
Click Find Now, then double-click the client record.
On the Basic Details tab, click the three dots next to the current contract.
Select the new contract from the drop-down list, and choose an effective date.
Click Ok, then click Save and Close.