Creating a New Client

Use the following steps to add a new client to the system.  

Note: For programs that import clients using a data feed, this option may not be available. 

1. 1. Go to the Client Management module. 

2. 2. Select CREATE CLIENT to open the New Client screen. 

       

3. Enter the client’s data. Fields with a red asterisk (*) are required. Select CREATE CLIENT when done. 

4. You’ll land on the Edit Client screen, on the Personal tab. There are multiple tabs located at the top of the page with the Personal tab first. You will automatically be brought to the Personal tab to complete or edit any client information in the data cards you see in this tab.

5. Use the pencil icon to open a card and add personal information that wasn’t included when the client was added, such as SSN or Date of Birth, Gender and Language. 

6. In the Addresses/Phone Numbers card, select ADD to add the client’s address.  

7. 7. In the Add Address window, add the client’s main address, phone number, and email address. It is important to check the Use as billing address box or to add a separate billing address. 
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9. 8. Notice the Add email address option that will present a field for you to add the client’s email address. Select SAVE.
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13. 10. To add a contact for the client, select Add Contact and fill in all required fields. When complete, select SAVE. 

Note: If a client’s caregiver is related to the client, add them as a contact.