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How to Change the Name of an Existing Client or Patient

To change the name of an existing client or patient:

1. View the client or patient whose name you want to change
2. Click on the closed lock icon located right above the First Name field.
   
3. The lock icon will change from locked to unlocked and the First Name, Middle Name and Last Name fields will become enabled, allowing you to change the client or patient's name.

See also

• Are they Patients or Clients?
• How to switch from Client to Patient, or from Patient to Client
• How to add a new Client or Patient
• How to view an existing Client or Patient
• How to hide all inactive Clients or Patients
• How to unhide all inactive Clients or Patients
• How to set a Client or Patient status to Active
• How to change the name of an existing Client or Patient
• Table of Contents