Client Services Serve

Process Description:

This page is used to put in orders for your clients, you can also enter an order through the Client Orders +Add New Client Order option as well.

Process:

Select the program being used for this order then choose the client being served. The system prompts you to select an order template (which has predetermined products). A new page will display all of the products that are included in this order, the quantities can be changed. Once you make your selection the system will prompt the record was saved successfully. You can always verify the order by selecting Client Orders from the Client Services drop-down menu. The Client Orders screen displays the Client, Program and the date/time of the order.