Add A New Client.

Adding a new client is done within the CLIENTS tab

Open

Select +NEW CLIENT

Open

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.

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

For more information on these sections refer to: Client Demographics Explained.