This article describes the Clients Module in GhostPractice® Web. 

A new Clients module is available on the GhostPractice Web. As it stands, the client information is read-only.

1. Click on the Client's menu option
   • The Clients module displays a list of clients that you have permission to access.
2. Click on the search button at the top right of the screen to search for
   a required client
3. The user can search (fully or partially) on either:
   • Account Number
   • Name

   • Legacy Account

     

4. Click on either the client’s name or the Open Client button to load the client’s details
5. The client details screen will then display with the client’s name
   showing in the header
6. Five tabs are displaying the read-only client information:
   • General
   • Financial
   • Documents
   • Contacts

   • Custom Data 

     

7. To navigate back to the Clients list, click on the Back button