Detailed Entry

Move back and forth as desired from Quick Entry to Detailed Entry. This is just one of the six detail entry folders. These include Personal Data, Care Data, Insurance Data, Custom Insurance Design, Advanced Planning, and Program Options. Program Options includes user control of default data that appears when adding new clients.

Advanced Planning folder includes detailed definitions of each planning variable which appear when the cursor touches the data box for that variable.

Note: This is a hypothetical case, using a fictitious "couple."