Health Information Overview

Health Information Overview

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1. Home >

2. Customer Relationship Management (CRM) >
3. Working with Customers >
4. Health Information >
5. Overview

 

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Viewing Customer Health Information

To access the customer's health information, click the Health Info tab at the top of the Customer Summary.

For more information on each of these options, please see below:

Viewing and Updating a Customer's Insurance Information

Viewing and Updating a Customer's Immunizations/Medications

Viewing and Updating a Customer's Health History

Viewing and Updating a Customer's Allergies and Dietary Restrictions

Viewing and Updating a Customer's Health Forms

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