Editing Family Member Profiles

Managing and updating family member profiles in MyTime is quick and straightforward, helping you maintain accurate and up-to-date records. This article will guide you through how to edit client and family member details.

Things to know:

• The ability to edit family member information is controlled by the "Accessing Client Records access control" setting.
• By default, the Family Member Name field is required and cannot be left blank. Additional fields can also be configured as required, depending on your preferences.
• When a family member's name is updated, historical records and reports will automatically reflect the new name.
• The audit trail, accessible from the family member profile, records all modifications made.

To edit family member profiles, simply:

1. Navigate to the Clients tab.
2. Use the location filter to select the desired location.
3. Find the client whose family member information you want to edit.
4. Open the client’s profile and scroll to the family member profile you wish to update.
5. Click the edit icon next to the family member’s name.
6. Make the necessary changes to the family member’s information.
7. After editing, click Save at the bottom of the "Edit Details" modal to confirm your changes.

For more information, please contact us at support@mytime.com or call (385) 233-6964.

Related Articles:

• Adding Family Members Manually
• Deleting Family Members
• Family Member Notes