You can change a client's contract in CallConfirmLive! to keep their care details accurate and up to date. Follow these steps to update the contract on a client record.
Change the contract
Click Clients, then enter the client's details in the search fields.
Click Find Now, then double-click the client record.
Click the Basic Details tab, then click the three dots next to the current contract.
Select the new contract from the drop-down list, then select an effective date.
Click Ok, then click Save and Close.
đ Note: The effective date you select determines when the new contract takes effect. Make sure this reflects the correct date of the change in the client's care arrangements.