Add A New Client

Owned by Carolyn Garlick
Last updated: Jul 11, 2022 by Brittney Kalicki
1 min read

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 Fields Explained