Renaming a Program in the Client Program

Owned by Meredith Ouimette
Nov 20, 2018
2 min read
Step DescriptionImage
1Go to the Program Library, select a program and add it to the current (or future) plan.

2Go to the Client Program→ Select your program that you need to customize

3

To rename the client program for this individual client:

1.Click the Rename Button

2.Modify the title of the Program

3.Press save to save your changes

4Tips and other information on renaming programs
  • Once the renamed program has been saved it will be applied in the client program, data entry, analyze data, funder reports, and session notes.
  • If you need to copy the renamed program to another client after a name change has been made and saved, Click on copy program and it will copied to the client selected.
  • If a program is returned to the program library, the name change will not be seen in the program library, only in the client program area.


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