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Know Your Client: Health Information

One of the menu options under the Contact Overview menu that is accessible when within a contact record is the Know Your Client section of the contact record:

 

kycmenu.png

 

After clicking Know Your Client, you'll then see the Know Your Client area for the contact and can begin filling in your applicable information for them.

Here, let's look at the Health Information section of this page:

 

hi.png

 

If no data has been entered here, it will be blank as above.  To add data, just click the Edit button in the top right corner of this section.  You'll then see the below:

 

ehi.png

 

All of the fields here (other than Smoker) are free form fields.  To indicate a contact is a smoker, just check off the box.

This area might look similar to the below once you've added your desired information: 


editedhi.png

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