HMIS Help Desk
How to Adjust Existing Records →
How to change Name, Social Security Number, or Veteran Status
9.1. How to change Name, Social Security Number, or Veteran Status
How do you update a client's Name or Social Security data once their record has already been created in ServicePoint? Follow the steps below:
- Look up client record.
- Open the client's record.
- Click on the Client Profile tab.
- Click on the pencil icon next to the subtitle "Client Record".
- Update the information.
- Click the save button.
Always double check your changes by clicking on the Summary Tab. If you do not see the changes, go back to step 1 and make sure to click SAVE once you are done.