Adding a New Client

Adding a New Client

At times it may be necessary to manually add a client to the system.

To begin the process:

1. Navigate to the Client Search screen.

Main Menu > Client

2. Click the New Client button.

This opens the New Client wizard.

3. Enter the client's personal information.

The only required field is the Last Name. There are two possible client types, 'Person' (which is the default) and 'Company.’

4. Click the Next button.

5. Select an existing client.

If the system finds a client with the same or a similar name as the one being entered, the system identifies and displays possible matches.

6. Select an existing client from the possible matches and click the Next button, or for new clients make no selection and click the Next button.

7. Select the name of the Company that is associated with this client and click the Next button.

8. Select the name of the Location that is associated with this client and click Next.

9. Select the Admission Type that is associated with this client and click Next.

10. Click the Finish button.

Clicking the Cancel button at any point during the wizard closes the window and returns you to the Client Search screen without saving.

Click the Previous button to revise any information entered (if necessary).

After completing the wizard, the system displays the personal tab of the new client's profile. You must change the client's status before the client can be scheduled.