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Home > Clear Connection 2.0 > SOP-V-2125 How to Edit a Client's Week in the Program
SOP-V-2125 How to Edit a Client's Week in the Program
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How to Edit a Client Weeks in the Program

Standard Operating Procedure

 

Department:

NAC

SOP ID:

SOP-V-2125

Date:

2/3/2021

Sign Off:

JG

Procedure / Policy Overview

How to accurately change a client’s weeks in the program if the client wasn’t able to make their previous change due not receiving product in time or if a maintenance client is re-joining the program and they are not starting at weeks 1-2. 

 

 

Task - How to Edit a Client's Week in the Program

 

  1. Navigate to Create Checkin page for the client you wish to update the program weeks 

  2. Choose the edit icon next to the current week in the program that it is showing

  3. Choose the week you need to change them to

  4. Finish Regimen

  5. Send Regimen will save the information and send it to the client. 

 
 

Video - How to Edit a Client's Week in the Program 



TO VIEW VIDEO: DOUBLE CLICK ON THE IMAGE…. AND THEN DOUBLE CLICK ON THE VIDEO

 

 

Conclusion

 

  • Change a client’s week in the program




 

 

Revision History


 

Date

Version

Description 

Approved

2/3/2021

1.0.0

Initial document created

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