How to Complete a CSI Demographic Record

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You must first have the client open, then click the Search icon. Type “CSI Standalone Collection” into the search bar. Click to select “CSI Standalone Collection (Client)” from the search […]

How to Complete a CSI Assessment Data Record

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You must first have the client open, then click the Search icon. Type “CSI Standalone Assessment” into the search bar. Select “CSI Standalone Assessment (Client)” from the search results. In […]