DESCRIPTION

This article is written with step-by-step Instructions to Activate VOI for Each Client.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs.

STEPS TO FOLLOW

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Record Maintenance program
3. Select Client Name in Record Key field
4. Click on Other Details page (left hand pane)
5. Fill in VOI section at the bottom (under Other Details page)
6. Click Green Tick ✅️ to Save and Clear

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com

Related Article: OP VOI (Verification of Identity): Is it possible to change/modify VOI Expiry Date on Client Record Maintenance from the default 2 years ~ 3 years?