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NesdaTrak

1.hmtoggle_arrow0Navigate to Profile Editor

2.hmtoggle_arrow0Search for an existing profile

3.Select an option from the consent drop down

a.Express Consent

b.Implied Consent

c.Consent Removed

d.Lockbox – The Lockbox prevents anyone else from editing or viewing the client’s information. Only the person who set the consent drop down to lockbox can view the client information.

i.Note: The Lockbox can ONLY be removed by the person who originally set the Lockbox status.

4.Click the Save button
  

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