Adding a new client is done within the CLIENT tab

Select ADD A NEW CLIENT

Enter in all the necessary information and hit SAVE

• Sections marked with an * are required

• Client status refers to whether they are an active or inactive client

• ·Service intensity describes the level of programming.

Intensive = unlimited programming for client

Non-intensive = limit of 5 programs allowed for client (default is intensive)

• Client contact can be added at this time or at a later time

Client Demographics Fields Explained: Client Demographics Fieldsphics Explained