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How to Change the Client’s Legal Status

A client’s legal status is managed through Legal Status orders. To change Legal Status, you will modify the existing Legal Status order.

  1. With an active client selected, click the Search icon.
    1. See General Client Search for details on opening the active client’s record.
  2. Type ‘’Client Orders” into the search bar.
  3. Click to select Client Orders (Client).
  1. Ensure that a Legal Status order exists on the Client Orders list.
  2. Click the New icon in the tool bar.
  1. The Modify/Discontinue Orders window will open. Click the checkbox next to the Legal Status order.
  2. Click OK. The Order Details page will open.
  1. Click the radio button beside the Legal Status order.
  2. Change the Legal option by selecting a new Legal Status from the dropdown.
  3. Click Modify.
  4. Click Save.
  5. Click Sign and complete signature of the document. For more information, see How to Sign a Document.
  1. When documenting an order on behalf of a Prescriber, the Prescriber must be added as a co-signer and must complete their co-signature. For more information, see How to Co-sign a Document.
  2. As a reminder, Legal Status is a column within the Whiteboard. The updated legal status will be reflected on the column.