- With a client selected in the header, click the Search icon.
- Type Special Populations in the search bar.
- Click to select Special Populations LP (Client).
- This takes you to the Special Populations list page. This will show you any special populations that the client is already associated with. To add a special population, click on the New icon.
- Select the special population and enter the start date.
- Click Save and then close.
- This takes you back to the list page, where you can confirm the entry.
- To edit a special population identifier, click on the link in the special population column.
- This takes you back to the Special Populations Detail screen. Make the edits, for example, adding an end date.
- Once you’ve finished with your edits, click Save and close.
