This article explains how to refresh Med/Clinical Assessments and Documentation after overwriting client information during the Admissions process to ensure all application data is pulled in.

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Refreshing Med/Clinical Assessments After Admission

  1. During Admissions, when you Overwrite an existing client or a client that has information in their Med/Clinical window, the Med/Clinical Assessments or Documentation will need to be refreshed in order to pull in the application information.

  1. Click OK to pull in the application information.

Screenshot showing the overwrite confirmation during admissions.

Screenshot showing the 'OK' button to confirm pulling application information.

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