Evolv Demographics Training.pptx
Created: September 26, 2023 (Jamie Dyer)
Modified: September 26, 2023
Evolv Demographics
This KB is intended to assist Evolv users on how/when to complete and update Evolv Demographics for all clients.
Important Notes:
- Please read through all important information before continuing with this article.
- Please make sure to follow all steps as written below. If there is any issues with this article please report them to the IT Department immediately for corrections and additions.
- Demographics can be found throughout Evolv for Clients, Referrals and People.
- Demographic information should be captured upon entering a new client, referral or person in Evolv
- Demographic information should continuously be updated
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