How to Modify a Treatment Team Member’s Record 

  1. With the client open, click on the Search icon.
  2. Type “Treatment Team” in the search bar.
  3. Click to select “Treatment Team (Client)” from the search results
  1. This will bring you to the client’s Treatment Team list page. Click the Treatment Members name to edit.
  1. Make any changes, such as program, comment, start date, etc.
  2. Click Save.