Review

Use the Review record to record information about a client review, or any other type of review that needs to be completed.

To enter a new Review record:

1.  Open the client file, go the History section, and select the Create button to access the New History Item Helper.

2.  Select Review, and select the related Create button to create a new record.

3.  Enter the appropriate information, and save and close the record.

While the review is pending, leave the Review Currently Pending checkbox selected.

Once the review has been completed, uncheck Review Currently Pending box; the Date Completed field will appear for you to enter.

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