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Update Client Information

Client information may change during the policy's life cycle. A client may change marital status or move to another address. When situations arise that require client details or client addresses to be updated, simply open the client record and make the necessary changes.

Note: Once a client has been added in OIPA, the record cannot be deleted.

Steps to Update Existing Client Information

From the Main menu, select Client | Search.
Select a client type from the drop down box.
Enter the search criteria. If the exact wording is not known, then use the % (percent) sign as a wild card. The search results will display in the Client Search Results section.
Scroll through the search results and click the client. The Client screen will appear with the client's information.
Update the client detail information.
Click Save.

Note: If the search results contain more than ten results, then only the first ten results will be displayed. Adjust the Maximum Results drop down box in the right corner of the screen to display additional results.

Steps to Change Client Address Information

From the Main menu, select Client | Search.
Select a client type from the drop down box.
Enter the search criteria. If the exact wording is not known, then use the % (percent) sign as a wild card. The search results will display in the Client Search Results section.
Scroll through the search results and click a client name. The Client screen will appear with the client's information.
From the Left Navigation menu select Address.
Select the address to update. The address information will display on the screen.
Click Save when finished with the changes.

Change the default address by clicking the radio button next to the address that should be used as the default.