Add A New Client

Adding a new client is done within the CLIENT tab

Open

Select ADD A 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

Client Demographics Fields Explained: Client Demographics Fields Explained