​What are the steps?
​
Step 1: Open the Client List and locate the targeted Client

Step 2: Click on the "pencil" edit icon near the doctor details

Step 3: In the Update Account page, click on the "pencil" edit icon near the doctor and practice details
​
Step 4: Add/Edit the details in the fields accordingly

Step 5: Click the Save and Update buttons
​
​
Please Note:
1. The client details need to be updated in all Practices

2. The Credit Limit feature is work in progress and not connected to Billing yet.
​
​