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To access this screen, go to Practice Management| Launch | Client Lookup, highlight a client and click View | Select the communications tab, click Client Folder.
This screen allows the user to specify a folder to hold all of the client’s external documents related to that client, to be saved in a designated folder.
To specify the folder, select the Specify client folder box to enable the Folder field selection. Click the magnifying glass to launch the directory browser. Locate the folder required for the specific client. Once the folder has been highlighted, click OK.
Click OK to save the folder location.
Click Close to close the screen.
Click Open Folder to open the specified folder for the client’s documents.