HomeServicePointHow to Adjust Existing RecordsHow 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:

  1. Look up client record.
  2. Open the client's record.
  3. Click on the Client Profile tab.
  4. Click on the pencil icon next to the subtitle "Client Record".
  5. Update the information.
  6. 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.

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9.1. How to change Name, Social Security Number, or Veteran Status