Holds

At times, it is necessary to place a hold on an account to inform clinic staff of actions that need to be completed for a particular client. When a client presents at the front desk, staff directs him or her to the appropriate area to satisfy the hold.

• Click on Clients in the Main Menu and choose Client Search.
• Find the client by Last Name or Client ID.
• In the client file, click on the Holds/Appt tab.

*View as is set to Grid by default, but you may switch to Calendar view in the drop down menu.

• Below the Hold grid, you can set the grid to display All holds, only Active holds, previously Removed holds, and Future holds.

!By default, only Active holds will display. These are holds with an effective date of today or a previous date.

• Adding a Hold
• Removing Holds
• Removing a Tox Hold