Add A New Client.

Owned by Carolyn Garlick
Last updated: Jun 13, 2024
1 min read

Adding a new client is done within the CLIENTS tab

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Select +NEW CLIENT

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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

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

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