There may be times when you need to change the Presenting Participant (the primary client) on a Service File. Please note: Each Service File can have multiple Participants but only one (1) Presenting Participant.

To change the Presenting Participant on a Service File follow the steps below.

  1. Navigate to the Individual’s Service File.

  2. In the Participants section, click on the Problem Areas/Presenting Issues or Add Problem Area of the Individual (client) you would like to make the Presenting Participant.

  3. Check Assign as Presenting.

  4. You can also update any Problems Areas if required (note: depending on your agency’s configuration the name of this field may be different).

  5. Click Save.

The Presenting Participant and any Problem Areas will be updated immediately.

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